Simon Quick Advisors

About Simon Quick Advisors

Simon Quick Advisors is a fiduciary wealth management firm offering holistic financial planning, investment advisory, and family office services. With locations in Morristown, NJ; New York, NY; Garden City, NY; Denver, CO; Chattanooga, TN; and Dallas, TX, the firm serves individuals, families, and business owners across the United States. They emphasize access to sophisticated investment strategies, tax and estate planning, philanthropy, and lifestyle management, with a client-centric, employee-owned model and a focus on aligning with clients’ interests. The firm highlights its WealthMetrx platform and a commitment to investing alongside clients to ensure accountability and trust.