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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🚀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
Scams. Phishing. Digital breaches. High-net-worth families are prime targets—here’s how to stay protected. Watch the full cybersecurity webinar replay: simonquickadvisors.com/insights/think… #DigitalSafety #FamilyOffice #RiskManagement #CyberCrime
Cybercrime is exploding, and standard insurance won't cover most digital threats. Here's why cybersecurity insurance is now essential. 👉 Read more: simonquickadvisors.com/insights/prote… #CyberSecurity #WealthProtection #HNW #DigitalDefense
Think before you click. 🛡️ Catch the replay of our webinar with Cyber74 on practical cybersecurity for high-net-worth families. ▶️ Watch now: simonquickadvisors.com/insights/think… #CyberSecurity #HNW #WealthProtection #CyberAwareness
📈 Despite tariff talk & global headlines, the S&P 500 is up 6.2% YTD. Our Q2 2025 Market Update breaks down key events & why long-term discipline still wins. 🔗 Read:simonquickadvisors.com/insights/first…
📉 Volatile markets test more than your portfolio—they test your discipline. Learn how to avoid common mistakes and stay grounded when uncertainty spikes. 🔗 Read: simonquickadvisors.com/insights/how-t… #MarketVolatility #HNW #WealthManagement
Cybercrime is exploding, and standard insurance won't cover most digital threats. Here's why cybersecurity insurance is now essential. 👉 Read more: simonquickadvisors.com/insights/prote… #CyberSecurity #WealthProtection #HNW #DigitalDefense
📈 Volatility is part of investing—especially for HNW families. Learn how to stay disciplined & strategic in uncertain markets. 🔗 Read: simonquickadvisors.com/insights/how-t… #MarketVolatility #WealthManagement #HNW
📉 Feeling the market swings? Watch the replay of “The Volatility Survival Guide for High-Net-Worth Investors” ✅ Smart responses to volatility ✅ Mistakes to avoid ✅ what you can do to stay ahead even when markets are unpredictable 🎥 Watch now: simonquickadvisors.com/webinar-the-vo…
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