facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Personalized Wealth Management for High-Net-Worth Individuals 

Our holistic approach to wealth management helps you maximize your financial assets.   

  • Fiduciary management and no product pushing.  
  • Work with an experienced quality team that goes the extra mile.
  • Customized financial planning and investment solutions.
  • Centralize and organize your financial life. 
  • The peace of mind that comes from knowing your advisory team is there to guide you through any financial issue, decision, or question you have.  

Have a Question? Excited to Get Started?

Simply fill out the form below to let us know a bit about yourself, or schedule a time to talk with one of our advisors.

How it Works 

Speak with an advisor

to see if we're a fit for you.

Meet your advisory team

We'll guide you

through our financial planning process and build your customized investment portfolio

“When I started looking for a financial advisor I was already working with an investment broker, an accountant, and a trust and estates attorney, but no one was looking at my entire financial picture holistically. The Simon Quick team had the knowledge, experience, and the technology to help me view everything in one place. Today I can focus my energy on growing my business, knowing that the team at Simon Quick is monitoring my personal assets.”

Joe S. CEO of a private company

“When you are part of a dual-working couple, have kids, and stimulating careers, the thing that falls apart is the organization of it all. Working with the Simon Quick team has made us so much more proactive because we don’t have to find the time to research mortgage rates or find an attorney – the team takes care of it. They’ve created cost saving advantages and efficiency for two busy people who don’t have time to navigate the details.”

Katie P. CIO of a Family Office

“When I sold my company I recognized that I needed more expert advice than my current advisor could provide. Since I began working with Simon Quick I’ve felt more secure, and have had fewer worries. I like the team approach, if my advisor isn’t available someone else on the team gets back to me very quickly.”

Jim T. President of a Private Company

Testimonials appearing on this website have been received by actual current clients of Simon Quick Advisors, LLC. All reflect the experiences of those that have used our services in some way or another. However, they are individual results and results may vary. We do not claim that they are typical results that our clients will or should expect to achieve. The testimonials are not necessarily representative of all of those who will use our services. No compensation has been paid to any client in exchange for the testimonials appearing on this website.

As Seen In