Simon Quick Advisors @SimonQuickAdvrs
Simon Quick Advisors is an independent wealth management firm. Disclosures: https://t.co/6vA080v8Hb simonquickadvisors.com Morristown, NJ Joined November 2014-
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Are market highs a warning sign? Not necessarily. Staying invested matters more than perfect timing. 🔗 Read more: simonquickadvisors.com/insights/inves… #MarketInsights #WealthManagement #LongTermInvesting #HNW
The SQ team hit the (virtual) green for a golf simulator outing filled with laughs, competition, and team spirit. #TeamBuilding #Culture
Congrats to our very own Edward Klein, FPQP®, on being named Survivor of the Year by the @AmericanCancer Society at their 2025 Golf Outing. We're proud to have Ed on our team and are inspired by his journey. #ACS #ACSGolfOuting #AmericanCancerSociety
💰 Had a windfall from a business sale, inheritance, IPO, or settlement? Don’t rush decisions. Catch the full webinar replay: Managing a Windfall: Best Practices After a Liquidity Event 👉 simonquickadvisors.com/recording-mana…
We’re honored to be named to the 2025 Barron’s Top 100 RIA Firms list for the 3rd year in a row by @barronsadvisor! Proud to remain 100% employee-owned and focused on what matters most: our clients and team. 👉 simonquickadvisors.com/insights/simon… #BarronsTop100 #RIA #WealthManagement
What makes or breaks an RIA deal? Our CDO Mark DeLotto shared a buyer’s POV on a recent @wealth_mgmt panel covering the real challenges behind RIA M&A—and how the best firms push through. Read more: wealthmanagement.com/mergers-acquis…
Proud to be named one of Financial Advisors Magazine's 2025 America’s Top RIAs! Client-first. Planning-driven. No outside ownership. Learn more: simonquickadvisors.com/insights/simon… #TopRIA2025 #IndependentRIA #WealthManagement
Last week, we partnered with Bentley of Denver for an unforgettable evening of fine dining, and a fireside chat on the future of philanthropy. Grateful to all who joined us to connect and reflect on purpose-driven giving. #ModernPhilanthropy #BentleyDenver
🚀Just launched: WealthMetrx™. A smarter way to see your tax picture—clearly. - Visualize your tax landscape. - Benchmark against high-net-worth peers. - Collaborate smarter with your CPA. - Another way we help our clients plan ahead. Learn more: simonquickadvisors.com/insights/annou…
Big things ahead. A smarter way to view your tax strategy is almost here. 👀 Stay tuned. #SimonQuickAdvisors #ComingSoon #ClarityMatters
We celebrated #WellnessMonth with a team-wide Wellness Walk—a reset to recharge, reconnect, and get moving 🌿 At Simon Quick, we believe well-being fuels better client service and stronger teams. #TeamWellness #SimonQuickCulture #MentalHealth #WorkplaceWellbeing
💼 Got a windfall from an IPO, sale, or inheritance? Join us Sept 9 at 12:30 PM ET for a live webinar on how to avoid costly mistakes and make smart, strategic decisions after a liquidity event. 🎙️ Register here: simonquickadvisors.com/webinar-managi…
Proud to share that Simon Quick Partner, Mark DeLotto, will be speaking at ECHELON Partners’ 2025 Deals & Dealmakers Summit! Catch him in “What I Wish I Knew: Candid Insights from Successful Sellers,” providing a BUYER'S EYES of the dealmaking process. #DDM2025 #DDMSpeaker
We’re thrilled to welcome Benjamin F. Renzo, Esq. as Managing Director, Head of #FamilyOffice at Simon Quick Advisors! Joining him is Jessica Menken, JD, VP, Family Office. Excited to expand our client services! 🔗 simonquickadvisors.com/insights/a-pre…
Introducing the 55th Simon Quick Internship Class! 🌟 These bright students are spending the summer exploring finance, gaining real-world experience, and learning alongside our team. #SQinterns #InternshipProgram #SimonQuick
🚨 Massive tax changes are here. The One Big Beautiful Bill Act (OBBBA) reshapes income tax, estate planning, and more. Here’s what you need to know: 👉 simonquickadvisors.com/insights/the-o… #TaxPlanning #HNW #OBBBA #WealthStrategy #EstatePlanning
📢 Major tax reform is here. The One Big Beautiful Bill Act #OBBBA affects nearly every part of the tax code. See what it could mean for your wealth strategy. 👉 simonquickadvisors.com/insights/the-o… #TaxPolicy #HNW #EstatePlanning #FinancialPlanning #WealthManagement
📉📈 What’s really driving markets in 2025? From cooling inflation to shifting rate expectations, the landscape is changing fast. Catch our midyear update from AJ Loughry, CFA: 🔗simonquickadvisors.com/insights/first… #MarketUpdate #Investing #WealthManagement #EconomicTrends #HNW
🌱 Our CSA team had a great day volunteering at The Frelinghuysen Arboretum! Big thanks to Aaron Murray & the Morris County Park Commission for sharing their time and knowledge. #SimonQuickGivesBack #VTO #VolunteerDay #MorrisCountyParks #CommunitySupport
Markets are shifting—are you prepared? 📈 Our Principal / Vice President, Investments, AJ Loughry, CFA, shares what’s shaping 2025 in our Mid-Year Market Update: simonquickadvisors.com/insights/first… #MarketUpdate #WealthManagement #HNWInvesting
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