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We’re a Group of Experienced Industry Professionals

But That’s Not What Sets Us Apart

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.

Our Commitment to Culture

Is an integral part of building lifelong partnerships with clients like you.

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.

Our History

You Deserve to Work With a Team Who Believes In:

Treating You As a Partner

Speaking honestly about your wealth and offering the same solutions we’d be comfortable taking ourselves.

Leveraging Technology

Investing heavily in technology to make your client experience seamless, your accounts accessible and our platforms secure.

Outstanding Client Service

Ensuring you’re experiencing the highest quality in customer service while working with your personal advisory team.

Deserve to Work with a Team Morristown, NJ Simon Quick Advisors

Do Our Values Align With Your Own?

Get In Touch Today to Learn More About Our Difference.

Get In Touch