Simple Shade Wealth Management, a Raymond James-affiliated firm based in Frisco, Texas, offers personalized wealth management services aimed at simplifying the complexities of clients’ financial lives. Founded by Robert D. Pearson, CFP®, CRPC®, CWS®, the firm emphasizes a holistic approach to financial planning, providing tailored strategies that encompass investment management, retirement planning, tax planning, and estate planning. Their team of professionals collaborates closely with clients to understand their unique goals and values, ensuring that financial plans are aligned with personal aspirations. Simple Shade Wealth Management serves a diverse clientele, including business owners, corporate executives, women investors, and retirees, offering specialized services such as business succession planning, philanthropic advising, and multigenerational wealth transfer strategies. The firm’s philosophy centers on providing “shade”—protection and guidance—through life’s financial uncertainties, striving to be a reliable and enduring presence in their clients’ financial journeys