Is Your Wealth Exposed? The Risks of Incomplete Financial Planning
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Does Your Wealth Have Blind Spots?
Even the most sophisticated investors and high-net-worth families can overlook critical areas in their financial plans — leaving their wealth vulnerable to unnecessary taxes, investment risk, liquidity crunches, or estate planning gaps.
If your strategy isn’t integrated, your financial future might not be as secure as you believe.
Now available on-demand, this insightful webinar with Connor Donovan, CFP®, Lisa Manzolillo, CFP®, CDFA®, and Garrett Wells, CFP® explores the most common blind spots in wealth planning — and how to proactively protect what you’ve built.
What you will learn during the webinar
The 2026 estate tax exemption sunset could cost families millions — find out if your plan is at risk.
Ensure your personal and business assets are properly protected.
See how behavioral biases impact decision-making and long-term returns.
Discover how taxes quietly erode investment returns — and what to do about it.
Learn how overexposure to a single asset or company stock could leave you vulnerable.
Avoid being forced to sell assets at inopportune times.
Get the Recording — Unlock Your Access Now
Fill out the form below to access the full recording. You’ll walk away with practical strategies, real-world examples, and expert insights to help you identify and close the gaps in your financial plan.
Thank you for requesting access to our webinar, Is Your Wealth Exposed? The Risks of Incomplete Financial Planning. We’ve sent the recording directly to your inbox.
Please check your email for a link to watch the session at your convenience.
About Simon Quick Advisors
At Simon Quick Advisors, we understand the unwieldy challenges that wealth can create — because our founders faced them too.
In 2004, Leslie Quick was frustrated with financial firms that prioritized sales over service, so he established a multi-family office to provide independent, fiduciary management for his family and others. Similarly, J. Peter Simon, his brother William E. Simon Jr., and their father, former Secretary of the Treasury William E. Simon, opened a family office to protect and grow their family’s legacy.
In 2017, these two firms united to form Simon Quick Advisors, combining their shared values and deep expertise to better serve clients. Today, we continue their mission to deliver wealth management that’s built on trust, not transactions.
The Trust We’ve Earned
“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.”