Business
Simplicity Continues Expansion Strategy with the Acquisition of ATS Wealth Management, Welcoming Sandeep Varma, Nisha Varma, and Phylip Simmons to the Partnership
Simplicity Group ("Simplicity"), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today announced the acquisition of ATS Wealth Management ("ATS"), an investment management firm based in San Diego and Palo Alto. With this acquisition, Simplicity welcomes Sandeep Varma, Nisha Varma, and Phylip Simmons as the group's newest partners.
About this update from Ats Corporation
[{"type":"text","content":"SUMMIT, N.J., April 13, 2026 /PRNewswire/ -- Simplicity Group ("Simplicity"), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today announced the acquisition of ATS Wealth Management ("ATS"), an investment management firm based in San Diego and Palo Alto. With this acquisition, Simplicity welcomes Sandeep Varma, Nisha Varma, and Phylip Simmons as the group's newest partners.","length":469,"tagName":"p"},{"type":"image","alt":"Simplicity Group (PRNewsfoto/Simplicity Group)","displaySize":"","headline":null,"caption":"Simplicity Group (PRNewsfoto/Simplicity Group)","className":"","disableSlideshowImg":false,"size":{"original":{"width":400,"height":89,"url":"https://media.zenfs.com/en/prnewswire.com/227a1bdba168b73fd407cc8e083d629e"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/E7V0hPym9kg6tJ2Kq9MvxA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTcwNTtoPTE1Nw--/https://media.zenfs.com/en/prnewswire.com/227a1bdba168b73fd407cc8e083d629e","width":400,"height":89}},"href":"https://mma.prnewswire.com/media/1422336/Simplicity_Group_Logo.html","hrefExternal":true,"rel":"nofollow"},{"type":"text","content":"Founded 36 years ago with a focus on advanced estate planning, ATS Wealth Management has built its practice around helping families create, preserve, and transfer wealth across generations. Today, the firm operates as a hybrid wealth management and financial solutions provider, offering investment management, retirement planning, and estate planning services rooted in a family-first philosophy. The firm is dedicated to helping clients build meaningful legacies that endure.","length":477,"tagName":"p"},{"type":"text","content":""We have partnered with ATS for more than 15 years and we are thrilled to welcome Sandeep Varma and the ATS team to the Simplicity partnership," said Bruce Donaldson, Partner and CEO, Simplicity. "ATS shares our commitment to act in the best interests of clients, and we are confident that this collaboration—pairing their experience with our comprehensive platform—will drive significant value for all ATS' clients."","length":441,"tagName":"p"},{"type":"text","content":""We are honored to join Simplicity and gain access to the institutional resources that will allow us to serve our clients even more deeply fo...