Simon Quick Advisors, LLC

Redefining Wealth Management for the Enterprising and Ambitious

Financial planner in Garden City, NY (show on map)

Simon Quick Advisors delivers strategic wealth management and relieves the pressure of complicated financial concerns through sophisticated, high-touch service.

Call (973) 525-1000

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About

Simon Quick Advisors is a high-touch wealth management firm specializing in financial planning, investment advisory, family office services, estate planning, philanthropic planning, tax strategies, risk management, liability management, and WealthMetrx™. The firm serves enterprising executives and business owners, offering a holistic approach to managing personal and business assets.

High-touch client service

Comprehensive wealth management

Advanced technology platform (WealthMetrx™)

Services

Financial Planning

Strategic wealth management tailored for the enterprising and ambitious.

Holistic financial assessment Customized wealth strategies High-touch client service

Investment Advisory

Sophisticated investment management to optimize returns.

Portfolio construction Risk management Performance monitoring

Family Office Services

Comprehensive wealth management for high-net-worth families.

Unified wealth management Multi-generational planning Privacy and confidentiality

Estate Planning

Strategies to preserve and transfer wealth efficiently.

Will and trust creation Tax minimization Succession planning

Philanthropic Planning

Aligning charitable giving with personal values and financial goals.

Charitable trust setup Impact measurement Donor-advised funds

Tax Strategies

Optimizing tax efficiency for individuals and businesses.

Tax planning Compliance management Strategy optimization

Credentials & Certifications

CFA

CFP®

CPA

CDFA®

AWMA®

Frequently Asked Questions

What is the approach of Simon Quick Advisors? +

Simon Quick Advisors delivers strategic wealth management and relieves the pressure of complicated financial concerns through sophisticated, high-touch service.

Who do Simon Quick Advisors serve? +

Simon Quick Advisors serves executives and business owners, providing holistic financial solutions tailored to their unique needs.

What services does Simon Quick Advisors offer? +

Simon Quick Advisors offers financial planning, investment advisory, family office services, estate planning, philanthropic planning, tax strategies, risk management, liability management, and WealthMetrx™.

What are the locations of Simon Quick Advisors? +

Simon Quick Advisors has offices in Morristown, NJ; New York, NY; Garden City, NY; Denver, CO; Chattanooga, TN; and Dallas, TX.