Firm Updates

At Simon Quick, we take great pride in recognizing the hard work, dedication, and leadership of our team members. As we continue to grow, it’s important to celebrate those who exemplify our culture of excellence, innovation, and teamwork.

We’re honored to share that Simon Quick has been named one of Worth’s Top Registered Investment Advisory (RIA) Firms for 2024. This prestigious accolade celebrates our commitment to providing exceptional wealth management services and innovative financial strategies, marking another milestone during our 20th anniversary year.

As we approach the end of the year, we want to take a moment to look back at all that 2024 brought. It’s been a dynamic year, marked by growth and giving back to our community. We’d also like to extend our sincere appreciation to our clients for their continued trust and partnership.