Massey Quick Simon & Co., LLC
We are pleased to announce the merger of Massey Quick with William E Simon & Sons effective April 1st, 2017. Our two firms have joined to form Massey Quick Simon and together we will provide wealth management, investment consulting, and family office services to our clients. This merger increases the strength of our team across investment research, client advisory, operations, accounting, tax, and administration. Both Peter and Bill Simon will become equity partners in the firm with Peter joining both the management and the investment committees. Our client relationships are our most valued assets and existing clients of both Massey Quick and William E. Simon & Sons can expect the same high level of service they have always received.
In 2003, Stewart Massey and Les Quick, two successful financial services professionals who took early retirement, independently began looking for a firm to help them fulfill their investment and wealth management needs. With their experience and knowledge of the investment business, they were in a unique position to objectively assess the strengths and weaknesses of each firm. They each soon became frustrated by their inability to find a firm that understood their individual needs and preferences and had the adequate combination of: investment expertise and innovation commitment to capital preservation focus on long-term investing personal commitment, ethics and integrity These two neighbors met and shared their experiences. They agreed that what they—and others—needed was a very different kind of investment management solution. This led them to outline a philosophy and approach for a process-driven wealth management and investment management firm built on approaches they had used successfully in past endeavors. Soon thereafter Massey Quick was born as a multi-family investment office that would not only meet their families' needs, but also bring fiduciary management to other wealthy families, foundations and endowments. In 2017 Massey Quick merged with William E. Simon & Sons (WESS). WESS was the family office that served former Treasury Secretary William E. Simon’s children and grandchildren. Over the years, the Simon Family was entrusted with preserving its financial health and legacy. During that time Peter Simon was a member of an investment committee for an endowment for which Massey Quick provided investment consulting services. Through this relationship, Peter got to know the Massey Quick team and our capabilities very well. Given the long standing relationship and the recognition that both firms share the same values and business philosophy, it was a natural progression for the two firms to join together. This merger increased the strength of our team across investment research, client advisory, operations, accounting, tax, and administration.
Address: 360 Mt. Kemble Avenue Morristown, NJ 07960, USA
Phone: +1 973 525 1000
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