Simon Quick recently hosted scholars from Delbarton High School for our externship program! Nicholas, Arshdeep, and Daniel dove into the world of wealth management, shadowed our team, participated in meetings, and gained real-world insights. We’re thrilled to support the next generation of professionals! #Externship #FutureLeaders
Simon Quick Advisors, LLC
Investment Management
Morristown, NJ 3,124 followers
We’ll care for your financial well-being, giving you the freedom to pursue what matters.
About us
Our mission statement is to give our clients the freedom to pursue what matters most to them. Our clients come from different industries and backgrounds, but they have all found their own individual success and have accumulated significant wealth. Navigating the complexities that come with wealth is hard to do alone. That’s why we work closely with each client to develop a personalized strategy that aligns with their unique circumstances and needs. Ultimately, our goal is to be our clients’ first and only call regarding any financial issue, question, or decision. We put our client’s goals, big and small, at the center of everything we do. We are invested, honest, and precise but nimble problem solvers. Success to us means creating a meaningful relationship with a client so that he or she works with us as a partner in securing and managing his or her wealth. Ultimately our goal is to act as a guide on each client’s financial journey so that the client can achieve financial peace of mind and focus on whatever is most important to them in life. For important disclosures please go to https://static.twentyoverten.com/5dd43b58fe95cc60688ef1e8/FG9fZ7rro6/Simon-Quick-Advisors-Disclosure-Information.pdf
- Website
-
http://www.simonquickadvisors.com
External link for Simon Quick Advisors, LLC
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Morristown, NJ
- Type
- Privately Held
- Founded
- 2004
- Specialties
- finance, investment consulting, wealth management, financial planning, endowment consulting, and financial advisor
Locations
Employees at Simon Quick Advisors, LLC
Updates
-
The Simon Quick team had a blast last week at the Verizon Corporate Classic 5k supporting JBWS in their mission to empower and support domestic violence and abuse victims. It was a great opportunity to bring together our team for such an important cause. #verizon5k #raiseawareness
-
-
Discover essential tips to prevent fraud and financial losses. At Simon Quick, safeguarding client information is paramount. Do you know these simple, yet effective tips to secure your financial information? Explore our guide now. https://lnkd.in/edQZkkKj
-
Gift and estate tax exemptions are a crucial topic this year with the impending sunset of the current tax exemption levels. And with the presidential election around the corner, it’s important to stay ahead of the curve by planning and preparing for any outcome. Our latest article explores considerations to navigate these changes effectively and safeguard your financial future. #EstatePlanning #TaxStrategy #FinancialPlanning https://lnkd.in/e2Bt9Y2S
-
Dive into the story of Mr. Brown, a medical entrepreneur who transitioned from a traditional investment bank to Simon Quick, an independent RIA. Frustrated by the lack of strategic planning and objectivity that his previous advisor provided, Mr. Brown sought a partner who prioritized his long-term goals. After a thorough evaluation of his current portfolio, Simon Quick Advisors restructured it to align with his risk tolerance and liquidity needs, delivering personalized, transparent planning and reporting. Read the full article to discover how Simon Quick Advisors helped Mr. Brown realign his portfolio with his financial goals. https://lnkd.in/eaKqmPHq
-
Protect yourself from cybercrime! 🛡️ With cybercrime complaints and losses on the rise, safeguarding your information is crucial. Don't be a victim—stay informed with our guide to fraud prevention. 💳💻 #CyberSecurity #FraudPrevention https://lnkd.in/ekPxFqZx
Protect Your Finances: Our Guide to Preventing Fraud and Financial Loss
simonquickadvisors.com
-
At Simon Quick Advisors, we believe in empowering our team not just professionally, but also in ways that can save lives. This week, we hosted a #CPR training event where our staff learned vital skills from certified professionals. Our team members are now equipped to handle emergencies, ensuring a safer workplace and community. A huge thank you to our incredible trainers and everyone who participated. Together, we’re making a difference. ❤️
-
-
The wealth management landscape is ever-evolving, offering clients multiple options from traditional wire houses to independent RIAs like Simon Quick. Understanding these options and choosing the right partner for you can help you achieve your financial goals. In our latest article, learn how these firms cater to different financial needs. Dive into the benefits of personalized service, transparency, and sophisticated investment opportunities. And discover how Simon Quick can empower your financial journey. Your financial success starts with an informed decision. https://lnkd.in/eURkcRNB #WealthManagement #FinancialPlanning
Your Wealth, Your Choice: Understanding the Landscape of Wealth Management
simonquickadvisors.com
-
🚀 Join Our Team as Director, Investments at Simon Quick Advisors! 🌟 💡 Role Highlights: · Enhance market research, asset allocation, and manager screening. · Lead economic and market analysis for portfolio decisions. · Source and diligence investment opportunities across asset types. · Deliver investment commentary and presentations. ✔ Requirements: · Bachelor’s degree (MBA/CFA preferred). · 8+ years in economic/market analysis and investment due diligence. · Strong professional network within the investment community. ❓ Why Simon Quick Advisors? · Be a part of a purpose-driven firm that prioritizes both client and employee well-being. · Enjoy significant growth opportunities and a best-in-class employee experience. · Work in a highly visible role with direct impact on investment strategy and client outcomes. #InvestmentDirector #FinanceJobs #CareerOpportunity #JoinOurTeam #SimonQuickAdvisors #Hiring
-
🔍 Investment Insights: The Rise of Wealth-Advisor Leviathans The landscape of investment advisory firms is shifting rapidly as private-equity giants acquire stakes in registered investment advisors (RIAs) across the country. These firms, known for their profitability and growth potential, are becoming targets for consolidation, promising increased efficiency and streamlined operations. But what does this mean for clients? At Simon Quick, we stand out in this evolving industry. Unlike many firms in the wealth management space, we are completely independent without any outside owners or operators, so that our advice is free from external pressures and conflicts of interest. Key Points: 🔹 Independence Matters: RIAs were previously known for their independence, but with private equity entering the scene, the narrative is changing. Clients must now be cautious and discerning when choosing an advisor. How can you be sure your RIA is truly independent? 🔹 Client-Centric Approach: The consolidation trend raises concerns about the level of customization and personal attention advisors can provide. At Simon Quick, our commitment to putting clients first remains unwavering. 🔹 Transparency and Trust: We emphasize the importance of transparency in our operations and maintaining the trust of our clients. With us, you can be confident that our advice is solely in your best interest. Considering a new advisor? Here’s what to keep in mind: 1. Verify Independence: Ask the firm if it is influenced by outside owners. 2. Understand Conflicts of Interest: Ask how the firm handles potential conflicts and maintains client-first practices. 3. Seek Transparency: Look for clear, straightforward communication about the firm’s operations and investment strategies. Read the full article by Barron's: https://lnkd.in/ehBimff5
Your ‘Independent’ Advisor Now Works for Private Equity. What It Could Mean for Your Portfolio.
barrons.com