Wealth Is Personal. So Is Our Approach.
There are few things more personal than your wealth. Our process is designed to fit your life, not the other way around.
Our Wealth Management Process: Structured, Yet Adaptable
Financial planning isn’t transactional — it’s relational. Our approach is built on trust, care, and a precise understanding of your needs.
Let’s start with a conversation. During this call, we’ll discuss your goals, concerns, and financial outlook — giving you the opportunity to ask questions and determine how we can best serve you.
We’ll assist you in compiling key financial documents and details, providing a clear and accurate overview of your current financial position.
Transparency is paramount to collaboration. We’ll walk you through our services, fee structure, and what to expect from our partnership. This is where we set the foundation for a long-term relationship built on trust and clarity.
With a preliminary understanding of your financial situation, we conduct a deep analysis to highlight strengths, uncover opportunities, address vulnerabilities, and identify optimal paths to goals.
Leveraging the insights from our analysis, we develop a strategic plan — complete with an Investment Policy Statement — to guide every investment and financial decision moving forward.
Once you’re comfortable and ready to proceed, we bring your plan to life. Various facets of your wealth are dutifully coordinated, from investments and tax strategies to risk management and estate planning.
We continuously monitor, review, and refine your plan, so that it can evolve alongside your goals and life changes.
Let’s start with a conversation. During this call, we’ll discuss your goals, concerns, and financial outlook — giving you the opportunity to ask questions and determine how we can best serve you.
We’ll assist you in compiling key financial documents and details, providing a clear and accurate overview of your current financial position.
Transparency is paramount to collaboration. We’ll walk you through our services, fee structure, and what to expect from our partnership. This is where we set the foundation for a long-term relationship built on trust and clarity.
With a preliminary understanding of your financial situation, we conduct a deep analysis to highlight strengths, uncover opportunities, address vulnerabilities, and identify optimal paths to goals.
Leveraging the insights from our analysis, we develop a strategic plan — complete with an Investment Policy Statement — to guide every investment and financial decision moving forward.
Once you’re comfortable and ready to proceed, we bring your plan to life. Various facets of your wealth are dutifully coordinated, from investments and tax strategies to risk management and estate planning.
We continuously monitor, review, and refine your plan, so that it can evolve alongside your goals and life changes.
Your Interests Always Come First
The wealth management industry is often driven by commissions and product sales. We believe your wealth deserves better.
At Simon Quick Advisors, our fiduciary duty means every service, strategy, and solution is tailored to your needs.
We’re bound to act solely in your best interest. This guarantees full transparency, unbiased advice, and decisions that prioritize your long-term success over our own.
Our Locations
Morristown, NJ
New York, NY
Garden City, NY
Palm Beach, FL
Denver, CO
Chattanooga, TN
