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.

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Our Services

A Blueprint to the ‘Right’ Decisions

Together, we will build an actionable system for decision-making that adapts with each new or changing variable.

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We Invest Alongside You

We not only stand by our recommendations — we invest in them, too.

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Complexity, Meet Organization

We simplify the challenges of wealth by integrating tax planning, estate strategies, philanthropy, and lifestyle management under one roof.

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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 Provide Unique Access to Sophisticated Strategies

We uncover opportunities you might otherwise overlook. Gain access to exclusive investment strategies, including venture capital, private equity, real estate, and private credit.

We Have Skin in the Game

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.

We Work for Clients, Not Shareholders

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

1:30

Advisor to Client Ratio*

*As of 3/31/2025

$8.5B

Assets Under Advisement*

*As of 3/31/2025

Important Award Disclosures

The Trust We’ve Earned

“When I started looking for a financial advisor I was already working with an investment broker, an accountant, and a trust and estates attorney, but no one was looking at my entire financial picture holistically. The Simon Quick team had the knowledge, experience, and the technology to help me view everything in one place. Today I can focus my energy on growing my business, knowing that the team at Simon Quick is monitoring my personal assets.”

~Joe S. CEO of a private company

“When you are part of a dual-working couple, have kids, and stimulating careers, the thing that falls apart is the organization of it all. Working with the Simon Quick team has made us so much more proactive because we don’t have to find the time to research mortgage rates or find an attorney – the team takes care of it. They’ve created cost saving advantages and efficiency for two busy people who don’t have time to navigate the details.”

~Katie P. CIO of a Family Office

“When I sold my company I recognized that I needed more expert advice than my current advisor could provide. Since I began working with Simon Quick I’ve felt more secure, and have had fewer worries. I like the team approach, if my advisor isn’t available someone else on the team gets back to me very quickly.”

~Jim T. President of a Private Company

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