Simplicity buys Wright Wealth Group, adds Eric Wright as partner
What's the deal? Simplicity GroupDealroom has a profile for this one. Try Dealroom →, a holistic financial planning firm, has acquired Wright Wealth GroupDealroom has a profile for this one. Try Dealroom →, a Geneva, Illinois-based practice focused on estate and protection planning. Founder Eric Wright joins Simplicity as its newest partner, effective with the deal announced August 25, 2026. Terms were not disclosed.
What each side does: Simplicity combines wealth accumulation and financial protection products for advisors, financial institutions, and consumers. Wright Wealth offers estate planning, wealth protection, life insurance, annuity, and long-term care solutions.
What's the endgame? The deal expands Simplicity's footprint in the greater Chicago area and strengthens its National Accounts team. Wright will keep serving retail clients across Illinois and the Midwest while contributing to national initiatives.
Why now? Simplicity is drawing on Wright's ties to wealth management leadership, including partnerships with major nationwide investment firms, to broaden access to its products.
What they're saying: "His deep expertise in life insurance, annuities, and comprehensive estate planning strategies makes him an outstanding addition to our partnership," said Bruce Donaldson, partner and chief executive officer of Simplicity Group.
Wright framed the move as a chance to scale. "By tapping into Simplicity's extensive national resources, advanced technology, and unparalleled institutional support, we can further enhance our client experience while expanding our reach throughout the Chicago area and beyond," he said.
The signal: Simplicity, which calls itself one of the fastest-growing partnerships in financial services, continues to consolidate independent practices under an equity-sharing partnership model. The Wright deal reflects a broader push in wealth and protection planning to gain scale, technology, and national reach through acquisition.
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