By John Nichols
Every holiday season we like to give thanks to those who helped make it another great year. From our outstanding clients to our innovative team, we have a lot to be grateful for. At Simon Quick, our mission is to give our clients the freedom to pursue what matters most to them, and this year we created a video to share our story and our purpose. This new video, below and on the homepage of our website, explains why we do what we do and what motivates us to serve our clients every day.
We also created five educational videos on the services page of our website to help visitors learn more about our approach, fiduciary management, family engagement, financial planning, and investment advisory services. We aim to be helpful to prospective clients looking to make an informed decision when selecting a wealth manager.
So as we wrap up this year, we hope you will take some time to watch these new videos, and read on to learn about all of the happenings at Simon Quick throughout the second half of 2021.
Simon Quick in the Community
Record-breaking golf outing
Every year since 2011, we have hosted The Simon Quick Annual Charitable Golf Outing to raise funds for charitable organizations in the Morris County Area. This year, we were thrilled to bring together our investment managers, clients and business partners at Plainfield Country Club. The proceeds from the outing went to support nourish.NJ, a community-based nonprofit organization creating lasting solutions to hunger, homelessness, and poverty in the Morris Country area.
We're proud to announce that this year's outing raised over $75,000 - the largest amount in its history! Despite the amount listed on the presentation check in the photo above, several last-minute donations pushed our fundraising total higher. Since its inception, our annual charitable golf outing has raised over $630,000 for local charitable organizations.
Our team was thrilled to participate in Cornerstone Family Program’s 14th Annual Bowl-a-Thon. The event was attended by over 100 bowlers and helped raise over $50,000 for the non-profit organization. Simon Quick finished the evening by taking home the Highest Scoring Team Trophy! We're already looking forward to next year's event for a chance to defend our title.
210+ Facebook Posts
204+ LinkedIn Updates
50+ Instagram Posts
41 Blog Posts
1 Redesigned Website Homepage
Our top five most viewed blog posts of 2021:
- The Top 5 Financial Planning Challenges Of Generational Wealth
- Why I’m So Passionate About Investing
- How to Make Sure You Realize State Tax Benefits When Moving to Florida
- What To Do The Day You Turn 62
- Does It Make Sense To Pay Off Your Mortgage Early?
Simon Quick Re-Opens its New York-based Offices
New York, NY
Garden City, LI
After taking a pandemic-induced hiatus, Simon Quick once again has office locations in New York City and on Long Island. Managing Partner Joe Belfatto commented, “As businesses have begun to reopen their doors, our physical locations are more important than ever. We learned during the pandemic that many of our clients are happy to conduct meetings over zoom, and for those who prefer to meet in person, our new locations provide us with even more flexibility to serve clients in ways that suit them best."
Our firm now has five locations, Morristown, NJ, Denver, CO, Chattanooga, TN, Garden City, NY, and New York, NY.
Event Recap: The Simon Quick Holiday Celebration
Thank you to everyone who joined us at Morris County Golf Club for our annual Simon Quick Holiday Party where we toasted to the holidays and coming new year. It was great to see our clients, team members, and friends of the firm! Click play to watch a special holiday greeting video from our partners.
Event Recap: Passing on Wealth & Values to the Next Generation
Our first in-person event in a year and a half, Passing Wealth & Values to the Next Generation, featured a panel discussion where we discussed how to instill self-reliance, resilience, and respect for capital in the next generation. The panelists considered how financial education, family values, and estate planning strategies come together to perpetuate family success for multiple generations.
Simon Quick Team Update
A Taste Around the World Potluck
In November our Diversity, Equity, and Inclusion Committee hosted their first “A Taste Around the World Potluck” where our team members were encouraged to introduce their colleagues to a traditional dish based on their own identity and heritage. Our employee dishes represented 14 different countries including, Jamaica, Portugal, the Philippines, and more!
We would like to welcome the latest Simon Quick team member, Fabiano Chaves, to the firm! Fabiano was the captain of his chess team in high school and served in the US Army for 7 years. We're proud to have Fabiano join us and know that he is a strong addition to our team. Learn more about his background here.
Congrats to Jenna (Wilson) Morr and Tom Morr, who met at Simon Quick in 2012 and were married on September 18th, 2021!
Simon Quick Advisors, LLC (Simon Quick) is an SEC registered investment adviser with a principal place of business in Morristown, NJ. Simon Quick may only transact business in states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. A copy of our written disclosure brochure discussing our advisory services and fees is available upon request. References to Simon Quick as being "registered" does not imply a certain level of education or expertise. No information provided shall constitute, or be construed as, an offer to sell or a solicitation of an offer to acquire any security, investment product or service, nor shall any such security, product or service be offered or sold in any jurisdiction where such an offer or solicitation is prohibited by law or registration. Additionally, no information provided in this report is intended to constitute legal, tax, accounting, securities, or investment advice nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. It should not be assumed that future performance of any specific investment or investment strategy will be profitable, equal any corresponding indicated performance level(s), be suitable for your portfolio or individual situation, or prove successful.