Simon Cote joined TSWM Advisory Group in 2023, specializing in employer-sponsored retirement plans, including 401(k) plans for small and mid-sized businesses. He helps business owners develop tax-efficient retirement strategies and provide meaningful benefits for employees, with support ranging from plan setup and compliance to participant education and ongoing service. His work includes everything from plan onboarding and compliance support to participant education and ongoing service. He believes strongly in delivering personal attention to both plan sponsors and participants, making sure every individual has the tools and guidance they need to plan confidently for retirement.
Before entering financial services, Simon spent 25 years coaching and scouting professional and collegiate basketball in China, Europe, and the United States. He brings that same teamwork, dedication, and personal attention to helping clients understand their retirement options and work toward their financial goals.