Massey Quick

Our Firm

At Simon Quick Advisors, we're a group of experienced industry professionals who are dedicated to providing personalized wealth management services to affluent families, business owners, and executives. Our team is committed to delivering exceptional client service, while leveraging technology to make your experience seamless and secure.

Our Story

Simon Quick Advisors was founded on the principles of trust, transparency, and integrity. Our fiduciary duty is to act in your best interest, and we take pride in our ability to develop highly customized financial and investment solutions that cater to your unique needs and goals. With a large team spread across the United States, we have a collective expertise that spans decades, vast experience, and a broad range of designations, education levels, and certifications.

Our Approach

We believe in treating our clients as partners, not just customers. We take the time to understand your financial situation, goals, and risk tolerance to create a personalized financial plan that is tailored to your unique needs. Our CERTIFIED FINANCIAL PLANNER professionals work closely with you to develop a comprehensive financial strategy that addresses your financial well-being, investment objectives, and legacy planning needs.

Our Services

Our services are designed to help you achieve your financial goals, whether that's growing your wealth, protecting your assets, or securing a comfortable retirement. Some of the services we offer include:

• Fiduciary financial planning
• Investment management
• Estate planning
• Tax planning and preparation
• Retirement planning
• Legacy planning

Our Commitment

At Simon Quick Advisors, we're committed to providing outstanding client service, and we strive to be the best in the industry. We believe in transparency, integrity, and honesty, and we're dedicated to helping you achieve your financial goals. Whether you're looking to grow your wealth, protect your assets, or secure a comfortable retirement, we're here to help.

Our Team

Our team is comprised of experienced professionals who are dedicated to providing exceptional client service. We have a diverse range of skills, expertise, and certifications, and we work together to provide comprehensive financial solutions that cater to your unique needs.