SIMA supports employers in streamlining business operations by integrating tax & accounting, employee benefits, payroll & workforce management, retirement plans and wealth management.

Wealth Management Accounting Entrepreneurial Services Family Office Services High Net Worth Clients Payroll Services Employee Benefits Retirement Planning Employer-Sponsored Retirement Plans HRIS Workforce Management Human Resources Tax Investment Management Investment Advisory FInancial Advisory Consulting Voluntary Benefits Succession Planning Financial Services Financial Advisory Services