We're committed to empowering our clients and community with a library of insightful content. Whether you're interested in deep dives into market trends, practical tips on financial planning, or advice on estate management, we've got you covered! Our articles range from detailed analyses of economic conditions to strategic guides on wealth preservation and growth. Every piece is crafted to help you make informed decisions about your financial future. 📚 What You'll Find: - Market Insights - Financial Planning Strategies - Investment Trends - Estate and Tax Planning Updates - Personal Finance Tips Stay informed and ahead of the curve. Visit our website and start exploring today to enhance your financial knowledge and strategy! 👉 Check out our articles here: https://lnkd.in/eGkk7DcN #FinancialEducation #WealthManagement #InvestmentInsights #EstatePlanning #MarketTrends
Simon Quick Advisors, LLC
Investment Management
Morristown, NJ 3,187 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
-
🕒 Important Update on Gift and Estate Tax Exemptions 🕒 With the gift and estate tax exemptions set to decrease significantly after December 31, 2025, understanding and preparing for these changes is crucial. Simon Quick offers guidance to help you navigate the impending adjustments. Explore our insights into the potential impacts and actions you can take now to make the most of the current exemptions and optimize your estate planning. Don’t miss the opportunity to act before these changes take effect! https://lnkd.in/e2Bt9Y2S
Countdown to Gift and Estate Tax Exemptions: How to Navigate the Impending Sunset
simonquickadvisors.com
-
Discover the dynamic landscape of wealth management in our latest article where we dive into the different types of firms, highlighting the unique advantages and nuances of each. From traditional wire houses and investment banks to independent RIAs and MFOs, find out which path aligns with your financial goals and priorities. At Simon Quick, we pride ourselves on offering personalized service, transparent fees, and a fiduciary duty to our clients. Explore how our sophisticated investment opportunities, employee-owned structure, and dedicated team can help you achieve your financial goals. #WealthManagement #FinancialPlanning #SimonQuickAdvisors https://lnkd.in/eURkcRNB
Your Wealth, Your Choice: Understanding the Landscape of Wealth Management
simonquickadvisors.com
-
We're thrilled to recognize the 52nd Simon Quick Internship Class for their exceptional contributions and enthusiasm. These bright minds are gaining invaluable experience and helping drive our mission forward. Cheers to our #interns and their bright futures ahead!
-
-
-
-
-
+1
-
-
🎉 Celebrating 20 years of Simon Quick Advisors! 🎉 Simon Quick proudly celebrates 20 years in business. From our founding partner's dinner table 20 years ago to now having a team of 80+, we’ve come a long way. We proudly service our clients across the country with 6 locations nationwide, providing personalized financial planning and investment management to high-net-worth clients. As we look towards the future, we’re excited to continue growing consciously and serving our clients with dedication and care. #Anniversary #WealthManagement #20Years #Growth #financialplanning #investmentsolutions #FutureGrowth https://lnkd.in/erxe4gve
Celebrating 20 Years of Excellence: Simon Quick Advisors
simonquickadvisors.com
-
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
-
-
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
Countdown to Gift and Estate Tax Exemptions: How to Navigate the Impending Sunset
simonquickadvisors.com
-
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