Trusted Partners. Proven Expertise.
Complete Wealth Management.
At Simon Quick Advisors, we understand the challenges that wealth can create because our founders faced them too.
The Simons and the Quicks each created solutions to manage their own wealth, then opened their doors to clients. In 2004, frustrated with financial firms that put sales ahead of service, Leslie Quick built an independent, fiduciary approach to managing his family’s wealth and began offering it to other families. J. Peter Simon, his brother William E. Simon Jr., and their father, former Secretary of the Treasury William E. Simon, did the same to protect and grow their family’s legacy.
In 2017, the two firms came together as Simon Quick Advisors, combining their shared values and deep expertise to better serve clients. Today, we carry that mission forward with wealth management built on trust and lasting relationships.
Exceptional People. Exceptional Service.
Behind every client is a team of specialists who collaborate to strive to manage, preserve, and grow wealth. With Simon Quick Advisors, the entire firm is dedicated to mutual success.
Everything You Need, Under One Roof
Creating a dynamic framework for decision-making that evolves with your financial goals and safeguards against uncertainties.
Designing investment strategies for strong, consistent returns across various market cycles, with a focus on your long-term objectives.
Integrating various facets of your financial life into a cohesive strategy that organizes, grows, and protects your wealth.
Providing bespoke services to simplify and manage complex financial lives, from tax strategies and risk management to lifestyle and estate planning.
Why Partner With Simon Quick Advisors?
Unparalleled Expertise, Unmatched Partnership
At Simon Quick, exceptional service means having a dedicated advisor and support team who understand the intricacies of your wealth. With a carefully managed advisor-to-client ratio of 1:30 (as of 9/30/2024), we ensure you receive the personalized attention and high-touch service your financial needs deserve.
We simplify the challenges of wealth, delivering actionable strategies that bring focus to your goals and confidence to your decisions. As a fiduciary, we are bound to act in your best interests — every recommendation supports your financial objectives.
From elite investment opportunities to advanced tax strategies, our advisors proactively uncover ways to help you grow and protect your wealth while addressing obstacles before they arise.
Managing wealth shouldn’t be overwhelming. We take care of the heavy lifting so you can focus on what matters most: your family, career, and legacy.
Our Locations
Morristown, NJ
New York, NY
Garden City, NY
Denver, CO
Chattanooga, TN
Dallas, TX
- 973.525.1000
