A Commitment to Clients Starts With a Commitment to Culture
At Simon Quick, our vision is to set the standard for trust in wealth management, and that starts with our culture. We foster a collaborative, client-first environment where integrity, curiosity, and excellence drive everything we do. Our purpose is to give our clients the freedom to pursue what matters most, and we believe that begins with a team empowered to do meaningful work, grow together, and make a lasting impact.
Our Core Values
Lifelong relationships aren’t built on transactions — they’re cultivated through culture.
Diversity, Equity, & Inclusion (DEI)
Rooted in trust, respect, and collaboration, we strive to cultivate an inclusive environment that leverages diverse perspectives to drive innovation and better serve our clients.
Our senior leadership is committed to fostering a respectful workplace by setting clear expectations, leading by example, and ensuring accountability at all levels of the organization.
Our Diversity, Equity, and Inclusion committee conducts bi-annual training for both managers and employees to promote a more inclusive work environment.
To challenge the status quo and constantly improve, we seek out top talent from all walks of life. We are committed to widening our talent pipeline through diverse recruiting channels to ensure we attract a broad range of candidates and make hiring decisions based on skill, experience, and potential.
Community Impact
Giving back is integral to who we are. Through the Simon Quick Cares program, we actively invest in the communities where we live and work, empowering employees to volunteer, support local organizations, and drive impactful change.
Each summer, we dedicate time to local nonprofits in need. Our most recent community service days included putting on a field day at Cornerstone Family Program’s Neighborhood House and performing clean-up and maintenance duties at the Bonnie Brae School.
Since 2011, the firm has hosted an annual charitable golf outing with all proceeds going to a selected organization. In recent years, our recipients have included, nourish.NJ, Dress for Success of Northern NJ, and Harlem Lacrosse. As of 2024, we have raised over $850,000 for charitable organizations.
At Simon Quick, we proudly support the organizations our clients and employees care about most. We strive to make a meaningful impact by contributing to initiatives that strengthen our communities.
We strive to build bridges with underserved populations in the Morristown area. Since 2021, Simon Quick has offered the Emerging Leaders in Business and Finance Scholarship to a graduating senior from Morristown High School.
Employees are encouraged to participate in non-company sponsored volunteer activities through paid volunteer time off. Employees may take off up to eight hours per calendar year to volunteer for an organization in need.
Women@SQ
Women@SQ is a committee at Simon Quick dedicated to empowering women in their personal and professional lives through education, engagement, and connection.
We’re committed to empowering women and boosting financial literacy through our Financial Mentorship Program — a client-exclusive offering that covers a broad range of topics, such as budgeting, investing, and financial planning.
*The Financial Mentorship Program is only available to clients of Simon Quick
Empowerment starts with awareness. Our blog, newsletters, and educational events provide expert insights, equipping women to make informed, confident decisions.
Did you know that over 40%* of the Simon Quick team is made up of women? Through social events and fundraisers, we foster networking and mutual support of women in our firm, community, and industry.
*As of 1/1/2025