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Passing on Wealth and Values to the Next Generation

Our founding partners, J. Peter Simon and Leslie C. Quick III, share what they have learned over decades of experience and illustrate how parents can adopt certain practices so their children will lead happy, productive, and fulfilling lives.

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7 Ways a Financial Advisor Benefits Your Bottom Line       

Choosing an advisor can be a crucial financial decision. To guide you in your decision-making process, we've crafted '7 Ways a Financial Advisor Benefits Your Bottom Line. Discover what a seasoned advisor can wield on your behalf. Download your roadmap today financial success today.

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“When I started looking for a financial advisor I was already working with an investment broker, an accountant, and a trust and estates attorney, but no one was looking at my entire financial picture holistically. The Simon Quick team had the knowledge, experience, and the technology to help me view everything in one place. Today I can focus my energy on growing my business, knowing that the team at Simon Quick is monitoring my personal assets.”

Joe S. CEO of a private company

“When you are part of a dual-working couple, have kids, and stimulating careers, the thing that falls apart is the organization of it all. Working with the Simon Quick team has made us so much more proactive because we don’t have to find the time to research mortgage rates or find an attorney – the team takes care of it. They’ve created cost saving advantages and efficiency for two busy people who don’t have time to navigate the details.”

Katie P. CIO of a Family Office

“When I sold my company I recognized that I needed more expert advice than my current advisor could provide. Since I began working with Simon Quick I’ve felt more secure, and have had fewer worries. I like the team approach, if my advisor isn’t available someone else on the team gets back to me very quickly.”

Jim T. President of a Private Company

Testimonials appearing on this website have been received by actual current clients of Simon Quick Advisors, LLC, and reflect the general experiences of those that have used our services in some way or another. However, they are individual results and results may vary. We do not claim that they are typical results that our clients will or should expect to achieve. The testimonials are not necessarily representative of all of those who will use our services. No compensation has been paid to any client in exchange for the testimonials appearing on this website.

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