Country
State
Cities
We’ll Care For Your Financial Well-Being
2004
< $25/hr
10 - 49
United States
At Simon Quick, our culture is central to everything we do. Why? Because we want to make a positive impact on the rest of your life - which goes beyond simply managing your money.
Explore Simon Quick Advisors office locations and service areas.
360 Mt. Kemble Avenue Morristown New Jersey United States 07960
9735251000
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What kind of financial services does Simon Quick Advisors provide?
The firm offers comprehensive wealth management, investment consulting, and financial planning services. This includes portfolio management, retirement planning, tax strategy, and estate planning tailored to the specific needs of high-net-worth individuals, families, and institutions.
Where are the office locations for this firm?
The company maintains a primary presence in Morristown, New Jersey, with additional office locations in New York City, Denver, Chattanooga, and Palm Beach Gardens.
Who is the typical client for these advisory services?
The firm primarily serves high-net-worth individuals, families, and institutional clients. They focus on providing personalized financial guidance to those seeking sophisticated wealth management solutions and long-term investment strategies.
How does the firm approach investment management?
The investment philosophy centers on a disciplined, research-driven approach. Advisors build diversified portfolios that align with a client's specific risk tolerance, time horizon, and financial goals, often incorporating both public and private market opportunities.
Does the firm offer assistance with private equity or alternative investments?
Yes, the firm has significant experience in the alternative investment space. Clients can access private equity, private credit, and real estate opportunities, which are integrated into broader wealth management strategies to enhance diversification.
Is the firm a registered investment advisor?
Yes, the firm is a registered investment advisor (RIA) with the Securities and Exchange Commission. This designation requires the firm to act as a fiduciary, meaning they are legally obligated to act in the best interest of their clients.
How can a potential client get in touch to discuss their financial needs?
Interested parties can contact the firm through the inquiry form available on the official website. Alternatively, contact information for specific office locations is provided, allowing individuals to reach out directly to the team in their preferred region.
Does the firm provide tax and estate planning services?
Yes, tax and estate planning are core components of the firm's wealth management offering. The team works closely with clients to develop strategies that aim to minimize tax liabilities and ensure the efficient transfer of wealth to future generations.
What is the history of the firm?
The firm was founded in 2004. Over the past two decades, it has grown into a nationally recognized wealth management firm, consistently expanding its team and service capabilities to meet the evolving needs of its client base.
Are the advisors at the firm independent?
As an independent registered investment advisor, the firm is not tied to any specific bank or brokerage firm. This independence allows advisors to provide objective, unbiased recommendations that are focused solely on the client's financial objectives.
Does the firm work with institutional clients?
Yes, the firm provides specialized advisory services for institutions, including endowments, foundations, and corporate retirement plans. These services are designed to help organizations manage their assets effectively while adhering to their specific governance and spending requirements.
How does the firm handle client communication and reporting?
Clients receive regular updates and performance reports regarding their portfolios. The firm emphasizes transparent communication, ensuring that clients are kept informed about market conditions and any adjustments made to their financial plans.
Can the firm help with retirement planning?
Retirement planning is a fundamental service offered to individual clients. The team assists in projecting future cash flow needs, optimizing social security strategies, and managing retirement accounts to ensure long-term financial security.
What is the firm's philosophy on client relationships?
The firm prioritizes long-term, trust-based relationships. By focusing on a deep understanding of each client's unique life circumstances and financial goals, the advisors aim to serve as a primary resource for all significant financial decisions.
Does the firm offer philanthropic advisory services?
Yes, the firm assists clients with their philanthropic goals. This includes advising on the creation and management of charitable vehicles, such as donor-advised funds or private foundations, to maximize the impact of charitable giving.
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