We’re excited to share that Proquility Private Wealth Partners is now a part of Simon Quick Advisors. This represents an exciting new chapter for both firms as we thoughtfully expand our reach and deepen our commitment to client-first service.
With over 42 years of experience in the industry, Andy Ferguson CFP®, ChFC®, CIMA®, Founder and CEO, and Patty Yeager, MBA, AWMA®, Wealth Management Advisor, and the entire Proquility team have built their firm around lasting relationships, guided by trust, care, and thoughtful planning. Proquility was founded in Las Vegas and has grown to serve clients across the country. Now as part of Simon Quick, they will continue that legacy with their existing and new clients with the added support and resources that Simon Quick provides.
“After an extensive search, Simon Quick stood out as the best fit for us because of its people, culture, and commitment to clients,” said Andy Ferguson. “The relationships that we’ve built are not just transactional — they’re friendships built over decades and often span generations. I wanted to ensure that every one of our clients and team members would be able to thrive long-term and continue to grow. And I’m confident that joining Simon Quick allows us to do just that.”
Andy and his team carefully evaluated nearly 20 firms before selecting Simon Quick as their new home. What set Simon Quick apart was a shared client-first philosophy, cultural alignment, and the ability to expand on the legacy Proquility has built.
At Simon Quick, we share Andy’s philosophy of long-term, relationship-based financial guidance. This acquisition gives Proquility clients access to enhanced services, including expanded planning capabilities, sophisticated investment solutions, and the infrastructure to elevate the already exceptional client experience they’ve come to know.
Mark DeLotto, Partner and Corporate Development Officer at Simon Quick Advisors, shared: “We’re proud to welcome Andy, Patty, and the entire Proquility team to Simon Quick. Their unwavering commitment to their clients resonates with our mission. We’re excited to collaborate, learn from one another, and help clients discover new opportunities for growth and success.”
“One of our top priorities throughout this process was ensuring continuity for our clients. Neither Simon Quick nor Proquility intends to disrupt the advisor-client relationships that have defined our firm. They will remain fully intact and supported,” said Patty Yeager.
Simon Quick’s latest acquisition marks a significant milestone in our long-term growth strategy, following the successful mergers with the William E. Simon & Sons family office in 2017 and Red Hook Management in 2022. These strategic moves underscore our ability to expand thoughtfully while remaining independent in an evolving wealth management landscape. Each integration reflects our commitment to preserving culture, enhancing capabilities, and delivering exceptional service to our clients.
Together, our teams are united in purpose—to deliver the highest level of care, professionalism, and value to every client relationship. As Simon Quick continues to grow, we strengthen our ability to support our team, expand opportunities for our clients, and invest in the resources that make our firm a trusted, enduring partner for generations to come.
