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You Work Hard to Sustain a Successful Career

Let us help you enjoy the fruits of your labor.

As a working professional, you're busy and have a lot on your plate. You may feel stretched thin between your active career, family life, and remaining engaged in your community. 

Your accumulated wealth has outgrown your simple Excel spreadsheet and now requires more management and foresight. From purchasing additional real estate in the next two years to paying college tuition in seven and ten years, we want to know what your goals are and how we can assist you in getting there. As your life changes, so does our plan to support you.


Depending on your unique needs, we can provide support in the following areas:


Contact Us Today


Join our network of like-minded women

Massey Quick Simon's Women's Network is an opportunity to connect and grow with women who also understand the challenges and struggles that wealth can create.


Our Upcoming Events

We offer a variety of events and educational opportunities in the NYC metro area that include: cocktail receptions, networking luncheons with featured speakers, exercise and wellness events, online educational webinars, personal one-on-one sessions, and small group sessions.

Learn More

Subscribe for women's network updates!

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