Built for the Ambitious, Delivered With Precision
Designed for visionaries who demand more — more transparency, care, and confidence in your financial future.
Entrusting your wealth to someone else is a deeply personal decision.
It can feel like you’re ceding control over what you’ve worked hard to build. Especially if you’ve worked with transactional firms that treat you like an account, not a person.
At Simon Quick Advisors, we’re built differently. We prioritize trust and transparency, treating your wealth as if it were our own. Because, in many cases, it is — our people invest alongside you, aligning our success with yours.
With us, you’re not giving up control. You’re gaining a partner who understands the challenges of wealth and works tirelessly to deliver clarity, so you can achieve your goals.
Life Happens. We Help You Plan for it.
Life can gradually (or suddenly) drive the need for wealth planning. Our clients often come to us during pivotal moments, including:
The sale of a business or other significant windfall can feel exhilarating — and overwhelming. Turning newfound wealth into a lasting legacy requires thoughtful planning, expert guidance, and a clear strategy.
Shifting from building wealth to drawing from it is a daunting mental hurdle. We create risk-appropriate, tax-efficient plans that evolve with your lifestyle and goals.
Passing considerable wealth to the next generation is rarely straightforward. We prepare heirs for stewardship through ongoing discussions and age-appropriate education.
Whether you’re creating a family foundation or structuring significant gifts, we align your values with effective, tax-efficient giving strategies.
Managing wealth can feel like a full-time job. From coordinating with your advisors to integrating important financial details, we provide clarity, simplicity, and control.
Diverse Wealth Solutions, for Diverse Clientele
Wealth deserves as much attention as your career.
Turn success into security and preserve your wealth for the future.
Building a business takes passion and persistence — protecting it (and your wealth) takes planning.
Foster stewardship across generations.
Why Our Clients Choose Simon Quick
We don’t wait for opportunities, we create them. From identifying tax strategies to adapting your portfolio to evolving goals, our advisors proactively offer solutions to best position you for lasting success.
Access advanced tools and exclusive opportunities typically reserved for family offices — venture capital, private equity, and more — all while staying grounded in what matters most: your goals.
With Simon Quick, you’re never in the dark about your finances thanks to transparent reporting, simplified market commentary, and readily accessible resources.
With a 1:30 advisor-to-client ratio (as of 9/30/2024), we offer a rare level of attentiveness. You’ll work with a team that knows the intricacies of your wealth and remains readily available to serve you.
