At Simon Quick, we believe in the power of community and the importance of lending a helping hand. This summer, we had an amazing time giving back to our community at Cornerstone Family Programs & Morristown Neighborhood House in New Jersey! Our team enjoyed a fun-filled day engaging with the kids. It was a blast making memories and fostering connections! We’re committed to making a positive impact and strengthening the bonds that unite us. Together, we’re creating a brighter future for everyone! #CommunityFirst #Volunteering #MakingADifference
Simon Quick Advisors, LLC
Investment Management
Morristown, NJ 3,471 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
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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
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Parents often wonder, if they’ve done enough to secure their children’s future and instill values that will guide them in a rapidly changing world. Our founding partners, Peter Simon and Leslie Quick III , have poured their decades of experience with affluent families into our Guide to Passing on Wealth and Values to the Next Generation. This guide offers practical advice and heartfelt insights so your children are well-prepared for financial and personal growth. Discover more here: https://lnkd.in/esGNAABs #FamilyWealth #FutureFocused #NextGenWealth
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We’re beyond thrilled to announce that Simon Quick Advisors has been named to Barron’s 2024 Top 100 RIA Firms list! This incredible honor highlights our relentless dedication to delivering personalized wealth management services and top-tier financial guidance. A huge thank you to our amazing team for their hard work and to our clients for their continued trust and partnership – we couldn’t have done it without you! https://lnkd.in/eC4FphRQ
Simon Quick Named in Barron’s 2024 Top 100 RIA Firms
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According to a recent Schwab survey, 33% of advisors switch firms to better serve their clients' interests with less conflicts. You’re more than just a salesperson, you’re an Advisor who cares about your clients' financial well-being and strives to grow your business consciously. Thomas Morr, CFP®, Managing Partner at Simon Quick, invites you to join a team where your fiduciary duty is the guiding principle. Watch as he discusses our culture which champions fiduciary responsibility and a commitment to professional development. If you’re ready to work in an environment where your expertise can thrive, connect with Tom on LinkedIn today and start the conversation about joining Simon Quick! #EmployeeOwnership #FinancialServices #ClientRelationships #IndustryLeaders #ProfessionalGrowth #InvestmentAdvisory #CareerOpportunities #BusinessDevelopment #CareerGrowth #FinancialAdvisors
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U.S. taxpayers lost $10 billion in 2022 as a result of cybercrime. Alarmingly, some of the stolen data has surfaced on the Dark Web, where scammers can exploit it for sophisticated attacks. We want to help you stay ahead of these threats. Our latest guide sheds light on the real risks of financial fraud and offers actionable steps to protect your family and your assets. Don’t wait until it’s too late—discover how you can safeguard your finances today. Read our guide: https://lnkd.in/eCmYWZhB #CyberSecurity #FinancialSafety #ProtectYourAssets #WealthProtection #SecureInvestments #FraudPrevention #CyberCrimeAwareness #FinancialSecurity #SmartInvesting
Protect Your Finances: Our Guide to Preventing Fraud and Financial Loss
simonquickadvisors.com
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Exciting Growth Opportunities at Simon Quick Advisors! Join Joe Belfatto, Managing Partner at Simon Quick, as he shares how we’ve successfully grown by recruiting advisors seeking a better home for their clients and themselves. At Simon Quick, we prioritize freeing up your time so you can focus on building strong client relationships and exploring new business opportunities - your growth is our priority. As an employee-owned firm with 20 years of experience serving the high-net-worth community, we make the transition to Simon Quick seamless and empowering. Connect with Joe Belfatto on LinkedIn today and start the conversation about joining Simon Quick! #EmployeeOwnership #FinancialServices #ClientRelationships #IndustryLeaders #ProfessionalGrowth #InvestmentAdvisory #CareerOpportunities #BusinessDevelopment #FinancialAdvisors #advisorrecruiting
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Our CIO, Wayne Yi, CFA, shares his latest market insights following Chairman Powell's speech at the Jackson Hole Economic Symposium. With inflation easing and the labor market cooling, the Federal Reserve is signaling readiness to lower interest rates. What does this mean for investors? - The potential shift in monetary policy could have significant implications for investors and the economy. - Lower interest rates may influence investment strategies across various asset classes. - Sectors like real estate and private markets might see new opportunities emerging. Read the full article to understand how these developments might impact your portfolio and our asset allocation recommendations moving forward. #MarketInsights #InvestmentStrategy #EconomicUpdate #SimonQuickAdvisors https://lnkd.in/eFxVvjCw
Market Insights: No Longer Getting Paid to Wait
simonquickadvisors.com
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Is your financial advisor keeping pace with your goals? 🚀 From lack of communication to resistance to new ideas, we share 9 indicators that it might be time to seek better alignment. Check out our tips to see if your advisor is meeting your financial needs. https://lnkd.in/eftMsWBe
Is Your Financial Advisor Still Right for You? 9 Indicators It’s Time for a Change
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🕒 Time is ticking on the current gift and estate tax exemptions! As we near the end of these historically high thresholds, it's important to act now to protect your financial legacy. Our latest guide by Anthony J. Santoro, Esq. dives into strategies to navigate the upcoming changes effectively. Learn how to maximize the benefits before the exemptions sunset on December 31, 2025. Don't miss the opportunity to optimize your estate plan! 👉 Read the full article here: https://lnkd.in/e2Bt9Y2S
Countdown to Gift and Estate Tax Exemptions: How to Navigate the Impending Sunset
simonquickadvisors.com
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🎓 With the new school year, it’s crucial to think beyond academic success. Teaching financial responsibility is key to preparing your teen for the real world. 🔍 From assessing your teen's financial habits to introducing budgeting and credit management, our guide offers practical steps to help parents and grandparents nurture financial savvy in the younger generation. 📘 Explore more tips in our Teaching Financial Responsibility Guide and see our full range of services designed to empower your teen's financial independence. https://lnkd.in/eM6eNYAB
Teaching Financial Responsibility: A Guide for Parents & Grandparents
simonquickadvisors.com