Simon Quick Advisors

Grateful to have members of our team attend the @BarronsAdvisor Independent Summit this week. A valuable opportunity to connect with peers and exchange perspectives on the evolving wealth management landscape. #WealthManagement #IndependentRIA

Managing assets requires more than investment decisions. Our webinar explores how to identify potential risks and approach these considerations within a structured financial plan. Watch here: simonquickadvisors.com/insights/is-yo… #WealthManagement

Grateful for the opportunity to spend time at The Raptor Trust for our Analyst Volunteer Day this past September. Thank you to Bill Conger, Chairman of the Board of the Raptor Trust and Sr. Managing Director at SQ, for sharing more about the organization’s mission and impact.

A Letter of Intent (LOI) is an important milestone, but key decisions are still ahead. Our latest article explores the deal terms business owners often overlook before signing an LOI. Read more: simonquickadvisors.com/insights/befor… #BusinessOwners #ExitPlanning

Managing assets involves more than investment discipline. Our latest article explores how thoughtful planning strategies can help address legal and financial risks as part of a broader financial plan. Read more: simonquickadvisors.com/insights/how-t… #WealthManagement

Growth should be intentional. In our latest article, we share why Simon Quick created a Corporate Development Officer role and how disciplined advisor recruiting and thoughtful M&A support long-term firm building. Read more: simonquickadvisors.com/insights/build… #WealthManagement

Selling a business can be one of the most important financial decisions an owner will make. Our webinar explores the planning considerations that can help business owners prepare for a successful exit. Watch here: simonquickadvisors.com/insights/winni… #BusinessOwners #ExitPlanning

Wealth planning is not only about growth. It’s also about managing liability. This article outlines a coordinated approach to tax strategy, estate planning, asset protection, and investment management within a unified framework. Read more: simonquickadvisors.com/insights/maxim…

Rapid growth can create rapid complexity. Our latest case study highlights how coordinated planning helped a young entrepreneur bring structure to his finances & align short-term growth with long-term goals. Read more: simonquickadvisors.com/insights/helpi… #Entrepreneurs #FinancialPlanning

For many business owners, the process of selling your business doesn’t end with the letter of intent. What follows can look very different depending on whether the buyer is private equity or a strategic acquirer. Read more: simonquickadvisors.com/insights/priva… #ExitPlanning #BusinessOwner

A financial windfall creates opportunity. It also creates complexity. Our latest article outlines what we believe is a structured approach to navigating the decisions made after a business sale, inheritance, or IPO. simonquickadvisors.com/insights/manag…

An IPO can create significant wealth, but it can also create concentration risk. Our latest article outlines a framework for managing concentrated stock positions after an IPO while staying aligned with long-term goals. Read more: simonquickadvisors.com/insights/how-t… #WealthManagement #IP

Overconfidence. Loss aversion. Herd mentality. Even disciplined investors can fall into cognitive traps that impact portfolio decisions. Our latest article explores how to recognize and manage bias. Read more: simonquickadvisors.com/insights/recog… #BehavioralFinance #Investing

Volatility is inevitable. Discipline is optional. Our webinar, “The Volatility Survival Guide for High-Net-Worth Investors,” explores strategies for managing risk and staying aligned with long-term goals. Watch here: simonquickadvisors.com/webinar-the-vo… #MarketVolatility #Investing

For business owners, the difference between regret and reward at exit can often come down to preparation. Our latest article explores case studies highlighting the impact of timing, tax strategy, and coordinated planning. Read more: simonquickadvisors.com/insights/exit-…

Proud to announce our 2026 promotions and welcome four new owners to Simon Quick Advisors. These milestones reflect the leadership and dedication of individuals helping shape the future of our firm. Congratulations to all!

Last year we had the opportunity to visit the @OppProj and see their work firsthand. Spending time at the Clubhouse and hearing MJ’s story was a powerful reminder of the impact they have on individuals and families navigating brain injury recovery. Proud to support their mission.

Despite early volatility, 2025 delivered strong market performance. Our latest Market Update explores global equity leadership, the evolution of AI investing, and shifting credit dynamics as we look ahead to 2026. Read more: simonquickadvisors.com/insights/2025-…

As we kick off 2026, it’s a great time to revisit your financial plan. Our latest article highlights what we believe to be key updates to retirement limits, tax brackets, and planning opportunities for the year ahead. Read more: simonquickadvisors.com/insights/your-…

We were touched to receive this thank-you plaque from the @EmmanuelCancer Foundation following our holiday toy drive. Grateful to the generous support of our Women@SQ community, who helped fulfill holiday wishes for children and families across New Jersey. #GivingBack #WomenAtSQ