Our founding partners, Leslie Quick and J. Peter Simon, faced firsthand the challenges wealth can create.
Like many of our clients, Les had accumulated significant family wealth and searched for someone to manage his money. After speaking with countless banks and Wall Street firms, he was discouraged by their focus on pushing products, and not on serving their clients best interests.
Given the conflicts of interest he saw in the industry, Les decided to establish a multi-family office of his own. With this independent firm, he would not only meet his families’ needs, but bring fiduciary management to other wealthy families and individuals as well.
J. Peter Simon and William E. Simon, Jr. co-founded The William E. Simon & Sons (“WESS”) family office along with their late father, former Secretary of the Treasury, William E. Simon in 1988. In the 30 years that followed, WESS was entrusted with preserving the Simon family’s financial health and legacy. In 2017, Les Quick and the Simon brothers combined their firms to offer wealth management and family office services to their clients and family members.
Our name, Simon Quick Advisors honors the history of these great founders. Les, Peter and William face the same challenges and complexities that you do. Because of this, our team has extensive experience working with families like yours.
To this day, Simon Quick Advisors continues to be an independent advisory firm free of proprietary products and conflicts of interest - because our focus has always been solely on our clients and their financial well-being.