Your Wealth Is an Extension of You.
As such, we believe in treating it with the same focus, value, and respect as you would.
At Simon Quick, our culture is central to everything we do. Why? Because we want to make a positive impact on the rest of your life - which goes beyond simply managing your money.
Collaboration & Teamwork are Vital to Success
Uphold the Highest Ethical Values
Lead with Outstanding Client Experience
Trust & Respect Others
Uncompromising Integrity & Honesty
Remember to Have Fun!
Encourage Self-Starters & Constantly Seek Improvement
Our Fiduciary Duty As Your RIA
Serves As Our North Star
The primary duty of a fiduciary is have a duty of care and loyalty, to put your needs first, and to provide advice and recommendations that will benefit you ahead of us. We treat you as a peer, having faced many of the same critical financial, investment, and legacy planning decisions ourselves. We’ve been on your side of the table, which is why we work so hard to develop the solutions and strategies you need to move forward confidently and comfortably in the right direction.
Do Our Values Align With Your Own?
Get In Touch Today to Learn More About Our Difference.