Unclaimed brand
Holistic wealth management that caters to your needs — investment, tax, estate, and financial planning. Partner with a fiduciary who puts your interests first.
Liking this brand profile? Share this page
Hex Code
Color name
RGB
HSL
CMYK
#009946
Green Haze
0, 153, 70
147, 100, 30
100, 0, 54, 40
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#215C60
Blue Dianne
33, 92, 96
184, 49, 25
66, 4, 0, 62
Simon Quick Advisors is an employee-owned fiduciary wealth management firm serving individuals, families, executives, and business owners. Founded in 2004, the firm aims to bring clarity to complex financial decisions through personalized advice and high-touch service. Its team coordinates clients’ financial needs across investment management, financial planning, family office services, estate planning, tax strategies, philanthropic planning, risk management, and liability management.
Simon Quick develops adaptable financial plans and provides investment advisory services, including access to strategies such as venture capital, private equity, real estate, and private credit. The firm also integrates tax, estate, philanthropy, and lifestyle considerations to help clients organize their broader financial lives. Its WealthMetrx platform is among the services it offers.
The firm emphasizes aligning its interests with those of its clients: it reports that its owners invest alongside clients and that decisions are made without outside shareholders. Simon Quick Advisors has offices in Morristown, New Jersey; New York City and Garden City, New York; Denver, Colorado; Chattanooga, Tennessee; and Dallas, Texas.
