🚨 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

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

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…

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

💼 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…

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

Big things ahead. A smarter way to view your tax strategy is almost here. 👀 Stay tuned. #SimonQuickAdvisors #ComingSoon #ClarityMatters

🚀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…

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

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

What makes or breaks an RIA deal? Our CDO Mark DeLotto shared a buyer’s POV on a recent WealthManagement.com panel covering the real challenges behind RIA M&A—and how the best firms push through. Read more: wealthmanagement.com/mergers-acquis…

We’re honored to be named to the 2025 Barron’s Top 100 RIA Firms list for the 3rd year in a row by Barron's Advisor! Proud to remain 100% employee-owned and focused on what matters most: our clients and team. 👉 simonquickadvisors.com/insights/simon… #BarronsTop100 #RIA #WealthManagement

💰 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…

Congrats to our very own Edward Klein, FPQP®, on being named Survivor of the Year by the American Cancer Society Society at their 2025 Golf Outing. We're proud to have Ed on our team and are inspired by his journey. #ACS #ACSGolfOuting #AmericanCancerSociety

The SQ team hit the (virtual) green for a golf simulator outing filled with laughs, competition, and team spirit. #TeamBuilding #Culture

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

What role does tax planning play in long-term wealth preservation? Chris Moore sat down with Crain Currency to talk strategy, succession, and our proprietary tool, WealthMetrx™. 👇 Read the full Q&A: craincurrency.com/q/chris-moore-… #TaxStrategy #FamilyOffice #WealthMetrx

Worried about investing at a market high? History says: stay invested, stay disciplined. Read our latest article on why timing the market rarely pays, and what HNW investors should focus on instead: 👉 simonquickadvisors.com/insights/inves… #MarketVolatility #BehavioralFinance

Ready to sell your business? Join Simon Quick Advisors for Winning Your Exit, a free live #Webinar on Oct 21 at 12:30 PM EST. Learn key strategies for tax, estate, and legacy planning from our panelists. Register now: simonquickadvisors.com/exit-planning-… #ExitPlanning

Independent firms show that intimacy matters more than scale. Proud to be featured in “Boutique family offices bet on intimacy” by Professional Wealth Management. Read how Simon Quick keeps culture & client connection at the center: pwmnet.com/content/340fe6…