Redefining Wealth Management for the Enterprising and Ambitious
You’ve worked hard to build your wealth. At Simon Quick Advisors, we deliver strategic wealth management and relieve the pressure of complicated financial concerns through sophisticated, high-touch service.
Our Services
Together, we will build an actionable system for decision-making that adapts with each new or changing variable.
We not only stand by our recommendations — we invest in them, too.
We simplify the challenges of wealth by integrating tax planning, estate strategies, philanthropy, and lifestyle management under one roof.
At Simon Quick Advisors, Trust Is Our Foundation.
We deliver financial clarity to individuals, families, and business owners through a breadth of services — from sophisticated investment management to proactive tax and estate planning.
We oversee your financial life with precision and care.
So that you can live carefree.
What Sets Our Wealth Management Solutions Apart?
We uncover opportunities you might otherwise overlook. Gain access to exclusive investment strategies, including venture capital, private equity, real estate, and private credit.
We stand by every recommendation because we invest alongside you. With approximately 10% of our assets under management representing our own capital, our owners and their families experience the same risks and rewards as our clients.
As an employee-owned firm, we’re accountable to our clients — not outside shareholders. With 30* equity holders, our team makes decisions based on your best interests.
*As of 1/1/2025
Building With Clients, Since 2004
The Trust We’ve Earned
Please Note: Limitations. The above testimonial is from an actual Simon Quick client. No compensation was paid or offered by Simon Quick to the client. Keeping in mind that no two clients’ situations or experiences are exactly alike, the above should not be construed as an endorsement of Simon Quick by any of its other past or current clients, nor any assurance that Simon Quick may be able to help any client achieve the same satisfactory results or experience. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if Simon Quick is engaged, or continues to be engaged, to provide investment advisory services