Simon Quick Advisors

Overview

Simon Quick Advisors is a wealth management firm offering personalized financial planning and investment services to high-net-worth individuals and families. They provide a range of services, including financial planning, investment advisory, and family office services, aiming to simplify complex financial concerns through sophisticated, high-touch service. The firm emphasizes a team-based approach, integrating tax planning, estate strategies, philanthropy, and lifestyle management under one roof. They also invest alongside their clients, with approximately 10% of their assets under management representing their own capital, ensuring alignment of interests. As an employee-owned firm, Simon Quick Advisors is accountable to its clients, not outside shareholders, with 30 equity holders as of January 1, 2025. The firm has experienced significant growth, with assets under advisement reaching $10.6 billion as of September 30, 2025, and an advisor-to-client ratio of 1:27. They have expanded their presence with offices in Morristown, NJ; New York, NY; Garden City, NY; Denver, CO; Chattanooga, TN; Dallas, TX; and Palm Beach, FL. Their investment philosophy focuses on providing unique access to sophisticated strategies, uncovering opportunities that clients might otherwise overlook, and delivering financial clarity to individuals, families, and business owners through a breadth of services, from sophisticated investment management to proactive tax and estate planning. The firm aims to oversee clients' financial lives with precision and care, allowing them to live carefree. Their commitment to client success is evident in their expansion into key markets and the enhancement of services provided to high-net-worth and ultra-high-net-worth families, entrepreneurs, and executives. They have also been recognized for their contributions, such as being named a Diamond Sponsor for the Mansion in May 2025, a signature fundraiser for the Women's Association for Morristown Medical Center. This sponsorship reflects their dedication to making a meaningful impact by supporting initiatives that strengthen the community and enhance the level of care provided by Morristown Medical Center. Their team comprises specialists who collaborate to manage, preserve, and grow wealth, ensuring that the entire firm is dedicated to mutual success. Simon Quick Advisors continues to redefine wealth management by providing exceptional service and tailored solutions to meet the unique needs of their clients.

Investment Focus

• High-net-worth individuals and families seeking comprehensive wealth management services

Portfolio Companies