What's New: Winter 2021

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. 

Bowl-a-Thon Winners

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.

           

Learn More About The Event

Digital Presence

Visit Our Blog Page

Simon Quick Re-Opens its New York-based Offices

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.

Learn More About These Locations

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.

Watch the Event Recording

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! 

Employee Spotlight