"Working with Bill has been a game changer for me. His deep knowledge and patient guidance have made the often confusing world of investments much clearer. Bill took the time to understand my unique financial goals and [...]
"It is with great pleasure that I recommend Bill Constain and Freedom Wealth Services. I have known and worked with Bill for more than 10 years and have found him to be a paradigm of professionalism, honesty [...]
"I am pleased to recommend Mr. William Constain and the personnel at Freedom Wealth services. As I have approached retirement have wrestled with the decisions of how to optimize my portfolio so that I will have sufficient [...]
"It has been my pleasure over the past year to affiliate with Mr. William Constain and the personnel at Freedom Wealth services. As I have approached retirement I, as many others, have struggled with the decisions of [...]
"I’ve had the pleasure of knowing Daniel Nicolaescu for a few years now. We met at a mutual car group and kept in touch since then. I decided to place my trust in him and his company [...]
"I came across the term IUL and didn't know very much about it. Daniel Nicolaescu, a Registered Financial Consultant with a MBA, was able to answer all my questions or concerns about an IUL. After asking me [...]
“Daniel Nicolaescu has been an exceptional advisor to me in wealth management. His expertise and guidance have been invaluable. Daniel is incredibly responsive and always available to address any concerns or questions by email, phone or Zoom. [...]
822 North A1A
Suite 310
Ponte Vedra Beach, FL 32082
Call Bill: (904) 373-8349
Call Daniel: (904) 947-9333
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Freedom Wealth Asset Management. Freedom Wealth Asset Management is a separate and unaffiliated entity from Simplicity Wealth.
Wounded Warrior Project (WWP) began in 2003 as a small, grassroots effort providing simple care and comfort items to the hospital bedsides of the first wounded service members returning home from the conflicts in Iraq and Afghanistan. As their post-service needs evolved, so did WWP’s programs and services. Today, through their direct programs in mental health, career counseling, and long-term rehabilitative care, along with advocacy efforts, WWP improves the lives of millions of warriors and their families.
I was named after my grandfather, William Robert Wahl, who joined the Army at 18 years old and served until he passed away from a stroke at 49 years old. He served as a Warrant Officer and worked closely with Army Intelligence. At Freedom Wealth Services, we are committed individually and as a company to honoring the lives of those like my grandfather’s by contributing on a monthly basis to the Wounded Warrior Project. In their honor, we help members of our US Military create financial freedom and independence.
BRASS is an all-volunteer group that supports the Jacksonville Symphony through financial contributions and by promoting concert attendance. BRASS also fosters appreciation of fine music locally by our support of the Jacksonville Symphony who has many music out-reach programs throughout Jacksonville.
BRASS includes people of all ages and backgrounds who live or work at the beaches and in Jacksonville! All folks are welcome as it is a great way to make friends who enjoy music excellence!
Our mission is to support the Jacksonville Symphony by fostering orchestral music appreciation, promoting concert attendance, providing financial support and facilitating music education.
I graduated from the High School of Music and Art and have been a musician since age 5 when my grandmother (Becky) started giving me Piano lessons. I continued at age 7 taking piano lessons at the Turtle Bay Music School in Manhattan. Music and sports really helped to create a great foundation for my life, and I support young people through BRASS as a Presidential Member.
I grew up in the Boys & Girls Club of America (In Astoria, Queens) starting at age 7 until 14. I learned every sport from swimming, basketball, football, baseball, billiards, ping pong, and more. I learned sportsmanship, leadership, and competitive spirit. This was my after-school activity for over 7 years where my parents would drop me off and pick me up. My parents made sure to see that I had a very well-rounded upbringing with an emphasis on sports and music. My annual membership was 2 dollars until I turned 11. When I became a Junior, it went up to 3 dollars per year. At 14 I became a Senior and it went up to 4 dollars per year. What an incredible blessing for my family and many other families.
It’s very important that we support the children in our community and help give them opportunities to develop, strive, and thrive!
ASPCA hits home for me because animals have always been in our family. We treat them with respect and kindness, and we appreciate all the love they give back to us. It’s important to take care of innocent animals who give their love unconditionally to us and are not capable of taking care of themselves. I am a proud supporter of this great charity for a great cause.
