Firm Updates

The recent outcry over the deaths of George Floyd, Breonna Taylor, Ahmaud Arbery, Rayshard Brooks and countless other Black men and women has brought our nation to a true moment of reckoning that cannot be ignored. As an organization that grounds itself in integrity and mutual respect, we cannot stand for violence or injustice towards any individual regardless of race, religion, or gender.

What's new at Simon Quick Advisors?

The coronavirus outbreak has abruptly changed millions of office workers into work from home employees. While the idea of staying in your PJ’s all day is alluring at first, as the days and weeks count on, it can be hard psychologically to deal with the challenges of social isolation. Below, I share some of my top tips on how to stay mentally strong during these difficult times, I hope you find them helpful! 

Our new name and visual identity reflect our renewed commitment to our clients. We believe that when we’re at our best, we give our clients the freedom to pursue what matters. What this means is our biggest investment is you, our client. We're going to empower you to keep doing more of what you value most. 

We are pleased to announce that Jim McGurren has joined Simon Quick Advisors as a Managing Director and Client Advisor. In this role, Jim will offer financial planning and investment management advice, helping clients navigate the complexities of their financial lives. With his long history of serving clients on Long Island, we are thrilled to offer a local presence to our clients on Long Island!

Summer is the time when the days get longer, the temperature starts to climb, and the smell of barbecues fill the evening air. It also marks the mid point of the year where we take the time to reflect on what we have accomplished since the beginning of the year. At Simon Quick Advisors, we work hard to provide our clients with peace of mind so they can focus on what matters to them, which may include time at the shore with family and friends this time of year. As always, we would like to thank all of our clients, team members, and friends of the firm who have positively impacted Simon Quick so far this year. Continue reading to learn about our newest initiatives, offices, and blog posts!

Some things in life captivate us from a young age and never stop fascinating us. For me, it’s finance. I have always been interested in finance and the capital markets, and this passion has never wavered over my 30+ years of experience in this industry.

Joining Simon Quick Advisors and establishing the firm’s Rocky Mountain presence has been one of the most exciting things I’ve done in my career. When I came to know the firm, I was impressed with the vision: to create true alignment with clients. It’s an approach that is rarely executed successfully in the wealth management industry, and I am honored to make it available to clients in Denver and its surrounding communities.