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From the Day We Were Founded,

We’ve Always Valued Our Clients Beyond Their Net Worth

We Work With Those Who Understand The Value

In Working With a Team of Experienced, Independent Advisors

Handing over the reins of your financial life to someone else is an emotional decision that shouldn’t be taken lightly. In fact, it’s one that most face with anxiety and uncertainty as they search for the right partner who has their best interest in mind.

Does This Sound Like You?

We’ve found that we work best with those who are confident in delegating their financial management to an experienced partner. You’ve accumulated a significant amount of assets and you know the value in optimizing them for your future needs.

Managing your wealth can feel like a juggling act - but you understand it’s finally time to work with a pair of steady hands.

We’ve Helped Those Including

Corporate Executives Morristown, NJ Simon Quick Advisors

Corporate Executives

Understand their unique compensation packages, manage stock compensation and prepare their wealth for retirement.

Business owners Morristown, NJ Simon Quick Advisors

Business Owners

Focus on both their personal financial future and that of their business, offer a retirement plan for their employees and make tax-efficient decisions in regards to their business and their retirement.

Wealth creators Morristown, NJ Simon Quick Advisors

Wealth Creators

Manage a recent, large influx of wealth, understand the next crucial steps to create healthy financial habits for a lifetime of growth and accumulation.

Are You a Woman in Charge of Your Family’s Finances?

Join Our Women’s Network

New Jersey | New York

Whether you’ve been part of the financial conversation in the past or felt left out of your family’s finances, our mission is to engage, educate and empower women to grow, network and learn together. The majority of our team at Simon Quick are women with the experience and know-how to make your financial life more manageable.

What Is the Women’s Network?

Designed for women at any stage of life, the Women’s Network offers a variety of events and educational opportunities including:

  • Networking luncheons with featured speakers
  • Exercise and wellness events
  • Online educational webinars
  • Personal one-on-one sessions
  • Small group sessions
  • Cocktail receptions

Learn About Our Upcoming Women’s Network Events

Not on the east coast? Subscribe to our newsletter to stay up-to-date on our latest webinars and online resources.