Announced
Completed
Synopsis
Simon Quick Advisors, a wealth management and multi-family office firm, completed the acquisition of Proquility Private Wealth Partners, a boutique advisory firm. Financial terms were not disclosed. "We're thrilled to welcome Andy, Patty, and the entire Proquility team to Simon Quick. Their planning-first mindset and generational relationships align closely with our values and client-first philosophy. Together, we are even better positioned to help clients thrive and plan confidently for the future," Christopher Moore, Simon Quick Advisors Managing Partner.
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