With a large team spread across the United States, we're an RIA with an extensive collection of designations, education levels and experience helping clients like you. Our fiduciary duty is to act in your best interest - a responsibility we take to heart in everything we do. We offer holistic financial planning solutions for affluent families, business owners and executives.
Our CERTIFIED FINANCIAL PLANNER professionals work with you to create a financial plan that is built around your needs, risk tolerances, and tax situation. Our in-house investment research team conducts extensive due diligence on the investment solutions we recommend, providing our clients with access to distinctive investment opportunities.
Our CERTIFIED FINANCIAL PLANNER professionals work with you to create a financial plan that is built around your needs, risk tolerances, and tax situation. Our in-house investment research team conducts extensive due diligence on the investment solutions we recommend, providing our clients with access to distinctive investment opportunities.
Services
The primary duty of a fiduciary is have a duty of care and loyalty, to put your needs first, and to provide advice and recommendations that will benefit you ahead of us. We treat you as a peer, having faced many of the same critical financial, investment, and legacy planning decisions ourselves.
We've been on your side of the table, which is why we work so hard to develop the solutions and strategies you need to move forward confidently and comfortably in the right direction.Speaking honestly about your wealth and offering the same solutions we'd be comfortable taking ourselves. Investing heavily in technology to make your client experience seamless, your accounts accessible and our platforms secure.
We've been on your side of the table, which is why we work so hard to develop the solutions and strategies you need to move forward confidently and comfortably in the right direction.Speaking honestly about your wealth and offering the same solutions we'd be comfortable taking ourselves. Investing heavily in technology to make your client experience seamless, your accounts accessible and our platforms secure.
Our founding partners, Leslie Quick and J. Peter Simon, faced firsthand the challenges wealth can create. Like many of our clients, Les had accumulated significant family wealth and searched for someone to manage his money. After speaking with countless banks and Wall Street firms, he was discouraged by their focus on pushing products, and not on serving their clients best interests.
There are few things more personal than your wealth - which is why we place you at the forefront of our planning. From the start, we'll begin learning who you are, what you believe in and what you need to find your own financial well-being. Moving through our onboarding process, we'll nail down your specific financial goals, attitude toward risk and vision for the future.
Handing over the reins of your financial life to someone else is an emotional decision that shouldn't be taken lightly. In fact, it's one that most face with anxiety and uncertainty as they search for the right partner who has their best interest in mind. We've found that we work best with those who are confident in delegating their financial management to an experienced partner.
Our firm's culture is rooted in trust, respect, collaboration, and teamwork and our DEI initiatives were born from those values. At Simon Quick it is our mission to foster an environment of inclusion and promote diversity in the workplace. We believe that leveraging the unique perspectives and experiences of our employees will drive our team to be more comprehensive, innovative, and ultimately help us serve our clients better.
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