Achieve financial clarity and security with personalized planning. Align your goals, mitigate risks, and take control of your future.

Strategic wealth management for corporate executives. Optimize compensation, manage investments, and elevate your financial future with Simon Quick.

Simon Quick Advisors offers a full suite of wealth management services. Contact us to discover how we can help secure and grow your wealth.

Turn Complexity into Clarity WealthMetrx™ is a service, exclusively available to Simon Quick clients, that transforms your tax filings into a clear,

A single lawsuit, accident, or creditor claim can threaten years of financial success. Even if the case has no merit, even if you’re in the right, your assets could still be at risk.

A sizable cash influx can create just as many financial risks as it does opportunities. Taxes, liability exposure, estate complexities — without the right strategy, wealth preservation becomes an uphill battle.

Time and again, instincts lead investors astray — eroding long-term gains and knocking financial plans off track. Why? Because the brain is wired for shortcuts. In daily life, that’s useful. With investing, it’s dangerous. Once you recognize these biases though, you can proactively account for them.

You’ve spent years building your wealth — but even the most successful investors can overlook critical risks.

Simon Quick Advisors is growing. As of April 1st, Simon Quick has merged with Red Hook Management, an independent wealth management firm that shares our values and focus on family wealth.

We are pleased to announce that Tom Morr, CFP®, CAIA and Wayne Yi, CFA, have been promoted to Partner effective as of January 2023. These promotions mark the first time since 2013 that an employee of the firm has been named Partner (3 strategic hires have joined Simon Quick as Partners since that time).

Simon Quick is proud to celebrate 20 years of business in wealth management, financial planning, and investments. Join us in celebrating a journey marked by integrity and a commitment to our clients' financial success.

Simon Quick has been recognized as one of the Best Places to Work for Financial Advisors in 2024 by Investment News. This prestigious accolade is a testament to our commitment to fostering a positive work environment for financial advisors.

See how Simon Quick Advisors' values, culture, and commitment to clients drive better outcomes for our people, communities, and partners.

Empower clients, enrich communities, and elevate your career with Simon Quick Advisors.

Meet the Simon Quick Advisors Advisory Board—industry leaders providing strategic guidance to ensure excellence in wealth management.

She is currently participating in the Client Training Program where she is gaining a comprehensive understanding of the firm’s operations and departmental functions.

Greg Chappell joined Simon Quick Advisors in July 2026 as VP of Client Service. His primary responsibilities include managing client onboardings, coordinating financial transactions, handling investment documentation, and assisting in client reporting.

Justin A. Duke, CFA, joined Simon Quick Advisors in August 2026 as Managing Director, Client Advisor, in the firm's Dallas office.

The Simon Quick wealth management approach uses proactive planning and tailored strategies to help clients achieve lasting financial success.

Simon Quick Advisors is a wealth management firm with family office roots. We deliver tailored financial solutions with proven expertise.

One conversation can change your life. Connect with Simon Quick Advisors to explore tailored wealth management solutions today.

Expert wealth management in Chattanooga, TN. Simon Quick Advisors offers tailored strategies for families, executives, and business owners.

Our Denver office serves clients across the Rocky Mountain Region. We offer comprehensive wealth management

Our Garden City office serves clients across Long Island and the Greater New York area. We offer comprehensive wealth management services.

Holistic wealth management that caters to your needs — investment, tax, estate, and financial planning. Partner with a fiduciary who puts your interests first.

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Simon Quick Advisors, LLC (Simon Quick) is an SEC registered investment adviser with a principal place of business in Morristown, NJ. Simon Quick may only transact business in states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Simon Quick’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordin

SIMON QUICK ADVISORS, LLC (“we”, “our” or “us”) is registered with the U.S. Securities and Exchange Commission (“SEC”) as an investment adviser. Our services and compensation structure differ from those of a registered broker-dealer. Free and simple tools are available to research firms and financial professionals at www.investor.gov/CRS. The site also provides educational materials about broker-dealers, investment advisers, and investing. The information in the text boxes below is intended to b