Personalized Wealth Management
For Those Focused on Their Family, Their Future & Their Legacy.
Client Centric Advice
Developing highly customized financial and investment solutions in close coordination with you.
No Hidden Agenda
As fee-only advisors, there are no commissions to be made or products to be pushed. Just honest, unbiased advice for the sake of protecting your financial future.
Decade of Insights
With a large team spread across the United States, we’re an RIA with an extensive collection of designations, education levels and experience helping clients like you.
Fiduciary Management
Our fiduciary duty is to act in your best interest - a responsibility we take to heart in everything we do.
We offer holistic financial planning solutions for affluent families, business owners and executives.
Our CERTIFIED FINANCIAL PLANNER™ professionals work with you to create a financial plan that is built around your needs, risk tolerances, and tax situation. Our in-house investment research team conducts extensive due diligence on the investment solutions we recommend, providing our clients with access to distinctive investment opportunities.
See Our Solutions*Please Note: Limitations. Neither publications in, or acknowledgments by, any type of media should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Simon Quick is engaged, or continues to be engaged, to provide investment advisory services. No such publication should be construed as a current or past endorsement of Simon Quick by any of its clients.