Individuals & Families
Massey Quick Simon was founded by financial professionals who truly understand the challenges that wealth creates. As an independent wealth management team, we can help you achieve financial peace of mind by defining the intent you have for your wealth, organizing your financial life and managing a portfolio of investments designed to meet your goals.
Our team of experienced professionals helps clients navigate the complexities that come with wealth by building a holistic plan to grow and protect your wealth for future generations. Massey Quick Simon's culture and company philosophy are founded on a set of fundamental values that influence the choices we make and the actions we take. These values guide how we work to help you realize your vision, fulfill your mission and achieve your goals.
Massey Quick Simon Women’s Network
Over the years of advising families and individuals, we have discovered one thing to be true - men and women don’t always communicate the same way about money. While working with female investors, we’ve continuously heard that many women view their finances as a part of the bigger picture of their lives, families, and communities. They tend to define their goals first and then consider how a financial plan aligns with their personal goals and needs. This group is comprised of women who are just starting the journey of learning about their finances as well as women who feel confident about financial matters.
In response to our female clients’ requests, we’ve launched the Massey Quick Simon Women’s Network, a forum created to facilitate discussions with women on topics such as their attitudes towards making financial decisions, saving, investing, and maintaining their lifestyles. The group gathers for presentations, cultural events, and intimate smaller groups and creates opportunities to build closer relationships with our female experts and other professionals in our community. It is our sincere hope that the women in this network will feel they have a good place to pose questions related to their financial lives and connect with other women. We simply hope to unlock the enormous potential of this group.
If you would like to learn more about joining our network please contact us at MQWomensInitiative@masseyquick.com.
Building your career takes years of effort, commitment and a solid work ethic. And now that you are starting to reap the financial benefits of your hard work, it’s time to position yourself for long-term financial growth. When you’re busy with your career and family it is critical to get the professional help you need to ensure you are taking the necessary steps to plan for the future. When you choose to work with Massey Quick Simon, our client advisors work with you to guide you through the process seamlessly.
When Massey Quick Simon was formed in 2004, we set out to create a different kind of wealth management firm. One that serves its clients’ best interests as a fiduciary by seeking to align the firm’s goals with those of our clients. Since that time, we have also recognized the need to provide our services to individuals and families in the wealth creation stage of their lives — people like you who could use the assistance of a professional financial advisor. In order to serve this segment of the market, we’ve developed a suite of services tailored to the unique needs of the entrepreneurs, professionals and corporate executives who have asked for our help.
For these individuals, we start by consolidating all of their accounts and organizing them on our secure cloud-based financial planning program. From there we work with these clients to establish goals such as paying for college or saving the right amount for a secure and worry-free retirement. Our experienced advisors can help you prepare for the sale of a business, or the receipt of an inheritance by connecting you with one of the trusted professionals in our network who will create the necessary legal and tax entities to protect your assets and minimize your tax bill.
Lastly, we’ll asses your goals, lifestyle, and risk tolerances to develop an investment policy statement to guide your investment making decisions. Ultimately the creation of a holistic financial plan that works for your lifestyle and helps you stay on track is what we strive to achieve.
To learn more about these services please contact email@example.com or firstname.lastname@example.org.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Massey Quick Simon does not serve as an attorney or insurance agent. Massey Quick Simon does not prepare estate-planning documents or sell insurance products.