The Volatility Survival Guide for High-Net-Worth Investors
Location: Online (Register to receive the link)
A Free Live Webinar With Simon Quick Advisors
Thank you for signing up for the webinar: “The Volatility Survival Guide for High-Net-Worth Investors”!
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How Confident Are You in Your Portfolio’s Resilience?
Market volatility is unsettling — and inevitable.
In this webinar, Simon Quick’s Connor N. Donovan, CFP®, Lisa A. Manzolillo, CFP®, CDFA®, and Garrett Wells, CFP® will walk you through how high-net-worth investors can strategically approach market turbulence. You’ll learn how volatility creates both risks and opportunities as well as how a steady, disciplined approach can make all the difference in protecting and growing your wealth over time.
What You’ll Learn
Take Advantage of Volatility — Register Now
Reserve your spot and gain access to proven strategies, expert insights, and real-world examples to help you make smarter, more confident decisions during market volatility.
Thank you for signing up for the webinar: “The Volatility Survival Guide for High-Net-Worth Investors”!
You’ll receive more details via email.
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.”