Mindful Wealth LLC is a financial planning and investment management firm based in Chester, New Jersey. Operating as a fiduciary, the company is legally and ethically bound to act in its clients' best interests. The firm, founded by Katerina Simonetti, CFP®, focuses on creating comprehensive, personalized financial plans that align with clients' individual goals and values. Their services are designed to provide clarity and guidance on long-term wealth management, retirement planning, and investment strategies.

Founded in

United States