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Ready to Craft a Portfolio Positioned to
Withstand Market Volatility?

Why Choose Simon Quick?

Addressing and organizing your financial life can feel overwhelming and time-consuming. We’re here to minimize the complexity and give you the freedom to pursue what matters with our hands-on approach to wealth management.

When you choose Simon Quick, you can count on:

A dedicated team

With our 1:34 advisor-to-client ratio, we provide you with an extremely personalized, high-touch approach to client service, meaning we’re ready for you whenever you need us. Our advisors are invested in fostering long-lasting relationships built on a foundation of trust.

As of 3/31/2022. Advisor to client ratio is based on number of client households an advisor serves

Access to alternatives

We offer you access to niche investments you won’t typically find at big banks and brokerage houses. These include Venture Capital, Private Equity, Real Estate, and Private Credit. You can rest assured we believe in these alternatives because we invest side by side with you, meaning our partners opt for the same niche investments they recommend to you.

Holistic fiduciary management

Our fiduciary management model combines financial planning with comprehensive investment advice. We’re here for you for everything from income tax preparation and estate planning to selling a business and developing wealth transfer strategies. When you become a Simon Quick client, you can trust that your team will act in your best interest with integrity and honesty — no hidden agendas or product pushing ever.

People-focused portfolio construction

We will always put your financial interests ahead of our own by making informed decisions (backed by expertise and data) and sharing straightforward, objective recommendations. To protect your financial future and maximize your assets through market ups and downs, we will develop highly customized solutions unique to your concerns and goals.

How Our Partnership Works

We run a complimentary analysis

You’ll be matched with an advisor who will analyze your existing portfolio and learn more about you.

We present our findings

Our team will present considerations and recommendations personalized for you and your goals.

You choose!

You can implement our recommendations on your own, or you can partner with Simon Quick and your team will take care of it while establishing a close one-on-one connection with you and your family. concerns and goals.

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Success Stories

See what real Simon Quick clients have to say

“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.

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