Simon Quick Advisors is an independent wealth management firm. Disclosures: https://xitter.cf/t.co/6vA080v8Hb
Morristown, NJ
Joined November 2014
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Grateful to have Mark DeLotto and Chris Moore represent Simon Quick at this year's @Delbarton Golf Classic, supporting the community of alumni, parents, and friends. Thank you to Delbarton for hosting a great day.
#Community #GivingBack
Members of our Women at SQ community got together in New York City for a great evening together. The night included making coasters and charms for wine glasses, along with custom cocktails.
#WomenAtSQ #Community #SimonQuickAdvisors
Proud to have Mark DeLotto and Tom Sorrentino represent Simon Quick at @echelon_group Deals & Dealmakers Summit. Mark also spoke as a panelist in “Beyond the LOI: What successful sellers learned along the way.” Thank you to the ECHELON team for putting on an incredible event.
Simon Quick Advisors has been named to
@barronsadvisor
2026 Top 100 RIA Firms list, our fourth consecutive year on the ranking.
Grateful to our clients for the trust that makes it possible.
Read the full article: simonquickadvisors.com/insig…
#RIA #WealthManagement
We wrapped up the summer season by trading our screens for froyo and some time together.
A nice reminder that strong teams are built outside of meetings too.
#SimonQuickAdvisors #Community #NYC
We’re proud to have celebrated the grand opening of our new Dallas office. Grateful to everyone who joined us to mark this next chapter of growth.
#Dallas #GrandOpening #SimonQuickAdvisors
Estate planning isn’t a finish line, it should evolve alongside your family and goals.
Our approach helps coordinate tax strategy, gifting, and legacy planning, so the next generation is prepared for what comes with it.
Learn more about our approach:
simonquickadvisors.com/servi…
Founders rarely lose their appetite for concentrated positions after selling their business. What they lose is the operational edge that once justified it.
Lisa A. Manzolillo, CFP®, CDFA®, CPWA® explores why in a recent article.
Read more:
simonquickadvisors.com/insig…
Few careers take as long to pay off financially as medicine, often a decade before real earning potential arrives.
Connor N. Donovan, CFP®, CPWA® breaks down where physicians may want to focus first.
Read more:
simonquickadvisors.com/insig…
#FinancialPlanning #Physicians
A major liquidity event can quietly break the assumptions behind your estate plan.
Anders Velischek, CFP® breaks down what changes, what's urgent, and what can wait.
Read more:
simonquickadvisors.com/insig…
#EstatePlanning #LiquidityEvent
We're proud to welcome Justin A. Duke, CFA, to Simon Quick's Dallas office.
🔗 Read the full announcement: simonquickadvisors.com/insig…
#WealthManagement #RIA #DallasFinance
Recently, the Simon Quick team and their families traded spreadsheets for ballpark snacks to catch a @SOMPatriots game. It was wonderful to step away from our desks and cheer on the team together.
#TeamSimonQuick #Community
Over the 12 months leading up to June 2025, we achieved a 99% client retention rate.
To our clients who continue to place their confidence in us: thank you.
#WealthManagement #ClientRelationships
A new annual tax could soon apply to NYC residences that aren't your primary home, even while the ruling is tied up in litigation.
Our latest article breaks down what's changed and what property owners should consider now:
simonquickadvisors.com/insig…
#TaxPlanning #NYC
A business exit is supposed to feel like a relief, but many founders describe it as something closer to disorientation.
Anders Velischek, CFP®, explores why that happens, even when everything went right in the sale.
Read more:
simonquickadvisors.com/insig…
#ExitPlanning
Investment decisions are often more effective when they're connected to your broader financial picture.
Our approach is designed to help clients align their portfolios with their goals, liquidity needs, and long-term planning objectives.
Learn more:
simonquickadvisors.com/servi…
Recently, Connor Donovan joined the "Sip & Chip" golf outing benefiting Athletes vs Crohn's & Colitis, supporting the pediatric IBD community.
athletesvscrohns.org/
#AthletesVsCrohns #Community
In this guide, our founders Peter Simon and Les Quick share what's worked in their own family dynamics and how to help the next generation build their own sense of purpose.
Download the guide here:
simonquickadvisors.com/insig…
Business owners spend years focused on valuation.
But how that price is structured often shapes the outcome more than the number itself.
Read more in the comments below 👇
#ExitPlanning #BusinessOwners
