Perpetually Looking Forward

As someone with complex financial needs, you may already have significant assets, but navigating the intricacies of managing your wealth requires more than just savvy investing. Financial planning goes beyond basic budgeting and saving; it’s about preserving wealth, optimizing tax strategies, and securing your legacy for future generations.

As the year draws to a close, it’s important for you to review your financial strategies and remain on track for both your short-term and long-term goals. Working with your Simon Quick Advisor to assess whether your risk tolerance has shifted can help maintain alignment with your objectives. This review not only helps maximize potential tax savings but also facilitates a timely realignment of your investment strategies.

We’re thrilled to announce that Simon Quick has been named one of Forbes’ America’s Top RIA Firms for 2024. This prestigious recognition marks a significant achievement in a milestone year as we celebrate 20 years of providing personalized wealth management services to our clients.

The long-awaited Fed easing cycle officially kicked off with a 50 basis point cut to the Federal Funds rate in September. Despite the aggressive tightening in monetary policy over the past 2 years, markets have broadly performed well with the S&P 500 trading at all-time highs and credit spreads trading at historically tight levels. The prospects of further easing as the economy remains resilient has further bolstered the case for a Soft-Landing economic scenario.

I’m Lisa Manzolillo, Director and Client Advisor at Simon Quick. With over 20 years in wealth management, I specialize in supporting individuals to navigate significant life transitions such as divorce, widowhood, or retirement. My role involves crafting personalized financial plans that resonate with the unique goals and circumstances of each of my clients and I use my extensive experience to guide people through their most challenging financial decisions with compassion and precision.

Simon Quick Advisors is proud to announce its inclusion on the Barron’s 2024 Top 100 RIA Firms list. For another consecutive year, we continue to solidify our reputation as one of the nation's leading independent advisory firms, reaffirming our strong track record of growth and success in wealth management.

Navigating the complexities of investments and personal finances alone can be overwhelming. That’s why a reliable financial advisor is essential in helping you achieve your financial objectives. However, there may come a time when your current advisor no longer aligns with your needs.

As the new school year approaches, parents and grandparents often look for ways to support their teens and young adults beyond the classroom. One crucial aspect is fostering good financial habits.