Strategic Wealth Management for Corporate Executives
Your wealth and financial future — seamlessly managed.
Your wealth is intertwined with your career. Stock options, deferred compensation, and performance incentives require strategic planning to maximize their value.
At Simon Quick, we integrate compensation strategies, investment management, and financial planning to structure your wealth.
Challenges We Help Executives Solve
Maximize the after-tax value of stock options, RSUs, and other incentives.
Navigate financial windfalls from IPOs, mergers, or company exits to secure your future.
Bolster your retirement flexibility and discretionary potential through a proactive, unified strategy.
Preserve your legacy with customized plans for wealth transfer, tax-efficient giving, and educating the next generation for financial success.
Maximize the after-tax value of stock options, RSUs, and other incentives.
Navigate financial windfalls from IPOs, mergers, or company exits to secure your future.
Bolster your retirement flexibility and discretionary potential through a proactive, unified strategy.
Preserve your legacy with customized plans for wealth transfer, tax-efficient giving, and educating the next generation for financial success.
Tailored Wealth Solutions for Ambitious Executives
Create a dynamic decision-making framework that evolves with your career and goals.
Craft tax-efficient investment strategies that address concentrated stock positions and complex compensation packages.
Unify your financial life into one cohesive plan that organizes, grows, and protects your wealth.
Access high-touch services to manage complex wealth, oversee trusts, and coordinate multi-generational planning.
