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
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