Twenty years of wealth management, focused on women navigating life and money after loss
"You're navigating something no one prepares you for. I'm here to help you find your footing."
Most financial advisors will tell you they work with widows. Far fewer have built a practice around it.
The difference shows up in the first meeting. You are either handed a risk questionnaire and asked about goals, or you are asked what the last few months have actually been like. One of those conversations can lead somewhere useful. The other is a form.
I work with widows across Utah, from a small office in Sandy, at whatever pace the year allows.
Reach out to MitchI work with widows at the exact intersection where grief and financial complexity meet, helping hold finances steady while you get your footing, where the stakes are too high for a generic approach.
I have spent 20 years as a wealth manager, most of it here along the Wasatch Front. What shaped this work was not the career. It was a six-year-old boy, my dad, who was in his father’s arms when he died, and the woman who then raised seven children alone.
My grandmother is why widows are not a segment of my practice. They are the practice. Her generation of widows figured it out without much help, and I would rather the next one did not have to.
Find a time to talkA path through the first year that moves at your pace, not the paperwork’s.
A simple path through what feels impossible. We move at your pace.
Making sure income keeps arriving and nothing lapses while you deal with the first weeks. Benefits claimed, bills covered, accounts kept open.
Every account, policy and benefit in one place, sorted into what needs attention now, what can wait, and what can be ignored entirely.
Once the picture is clear, the larger questions get useful answers: the house, the survivor benefit timing, how a single income works over 30 years.
A 72 page financial workbook for widows, built around now, soon, and later. Plain answers about estates, taxes, and accounts, and one place to keep it all together. It isn't free anywhere but here.
Send me a free copyNo cost. Tell us where to send it and it's on the way.
Two resources I built so you can begin without picking up the phone.
A guided financial checklist to help you get all your affairs in order.
Access the FREE list
A guided financial checklist to help you get your affairs in order.
Access the FREE courseFREE 60-minute course
A 5-part guided course taken at your pace, taught by Mitch.
Designed to help you confidently plan your next chapter.
Access the FREE course
A growing community for women navigating finances and life after loss. Join when you're ready.
Visit the communityFinancial decisions made in grief tend to be permanent, and they get made in the months when a person is least equipped to make them. The value of a guide at that point is mostly in the decisions you do not make.
Faith, family and service are how I was raised and how I work. In practice that means being reachable in a hard month and still being here two years later, when the questions change.
Two things come up here that do not come up elsewhere.
Utah still taxes Social Security income. It is one of a small number of states that does, offset by a credit that phases out as income rises. When a household goes from two incomes to one, and part of that one is a survivor benefit, the math is worth running with your CPA before you decide when to claim. Most widows I meet have never been told this.
Families here are large and close by. That is a real gift in the first weeks, when there are hands for everything. It can complicate the money later, when adult children have views about the house, the inheritance, or who should be helping whom. Having a plan in writing takes the pressure off those conversations.
Beyond that, the questions are the same ones widows face anywhere: what needs doing in the first 90 days, when to claim survivor benefits, and what to do with a life insurance payout.
Where we meet. My office is in Sandy, just off I-15 in the south end of the valley, which is a manageable drive from most of the Wasatch Front. I meet widows from Salt Lake City, Davis, Utah and Summit counties in person, and I work by video with women in St. George, Logan and out of state. Plenty of first conversations happen by video, because leaving the house is more than some months allow.
Where is your office?
9980 S 300 W, Suite 105, in Sandy, Utah, just off I-15. I meet widows in person there and by video anywhere in Utah or across the country.
Do you work with widows outside of Utah?
Yes. I am licensed to work with clients in other states and meet by video regularly. The Utah focus is where I am, not a limit on who I serve.
Does Utah tax my survivor benefits?
Utah is one of the few states that taxes Social Security income, with a credit that phases out as income rises. Your CPA can tell you how it applies to you, and it is worth knowing before you decide when to claim.
Do I need a certain amount of money to work with you?
No minimum for a first conversation. Whether ongoing work makes sense depends on what you need, and I will tell you plainly if it does not.
What does a first conversation look like?
A real conversation at your pace, with no agenda and no pressure. We look at where you are, sort what needs attention now from what can safely wait, and you decide what happens next.
A real conversation to help you find your footing, at your pace, on your own timeline.
Talk with MitchA private community for widows
A quiet place to be understood, get clear answers, and take the next step at the pace that fits you.
After losing a spouse, the financial side of life doesn't pause. It speeds up. Statements arrive. Accounts need attention. Decisions stack on top of grief, and the people around you don't always know what to ask.
Inside The Legacy Circle, you're alongside other widows who understand what this season feels like, with the steady guidance of Mitch Simkins, a wealth advisor who has spent nearly 20 years working with widows through the most complex financial transitions of their lives.
If you're a widow ready to stop carrying it alone, you're welcome here.
Fill out the form and we'll send your access link by email.
Already a member? Log in to the Circle
