Our mission statement is to give our clients the freedom to pursue what matters most to them. 

Our clients come from different industries and backgrounds, but they have all found their own individual success and have accumulated significant wealth. Navigating the complexities that come with wealth is hard to do alone. That’s why we work closely with each client to develop a personalized strategy that aligns with their unique circumstances and needs. Ultimately, our goal is to be our clients’ first and only call regarding any financial issue, question, or decision. We put our client’s goals, big and small, at the center of everything we do. 
We are invested, honest, and precise but nimble problem solvers. Success to us means creating a meaningful relationship with a client so that he or she works with us as a partner in securing and managing his or her wealth. Ultimately our goal is to act as a guide on each client’s financial journey so that the client can achieve financial peace of mind and focus on whatever is most important to them in life. 

For important disclosures please go to 
https://static.twentyoverten.com/5dd43b58fe95cc60688ef1e8/FG9fZ7rro6/Simon-Quick-Advisors-Disclosure-Information.pdf


Enterprise Software

Investment Management

Simon Quick Advisors, LLC

Adelina Lifrieri

Edward Klein

Lori A. Salerno

Steve Pisano

Kristin Bell

Darcy O'Brien

Jenna Morr

Michael T. Oliveri

Wayne Yi

Simon Quick

Mae Hung

The Investment Team at Simon Quick Advisors, LLC works closely with clients to develop and implement customized investment strategies that align with their unique financial goals and circumstances. By conducting thorough market analysis and utilizing their expertise, the team aims to optimize portfolio performance, manage risk, and ensure long-term financial stability for each client. Their goal is to be the trusted financial partner, providing expert guidance so clients can confidently focus on what matters most to them.

Investment Team

Leadership Team

Client Service Team

Investment Team

About

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Other teams at Simon Quick Advisors, LLC

Leadership Team

Client Service Team