Architects of a lasting legacy Private Wealth Management

Small Simonetti Partners James Small, Katerina Simonetti, Trammel Martin, Ross Cohen, Carolyn Lewis

Small Simonetti Partners






1735 Market Street
35th Floor
Philadelphia, PA 19103

Though our clients often choose us for our comprehensive wealth management experience, we look beyond the tactical guidance and take a much more expansive view of our role. We commit to understanding you, your family, business and personal priorities, as well as your total financial picture. With our rich tradition of advising the most accomplished individuals, we are not only well-positioned to provide highly specialized guidance, but to also directly access and execute solutions with ease and efficiency so you can leave a purposeful legacy.

Katerina Simonetti has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2018
  • Working Mother Magazine Top Wealth Adviser Moms, 2017










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