Simon Quick Advisors, a national independent wealth management and multi-family office firm, announced its acquisition of Las Vegas-based Proquility Private Wealth Partners, a boutique advisory firm with deep client relationships across the country and decades of planning expertise. This move reflects Simon Quick’s values-driven approach to growth, which prioritizes cultural alignment and vision in every partnership.
This strategic combination strengthens Simon Quick’s national presence and reflects both firms’ shared commitment in delivering customized and strategy-driven financial guidance to individuals and families across generations. Led by Founder and CEO Andy Ferguson, CFP, ChFC, CIMA, and Wealth Management Advisor Patty Yeager, CFP, MBA, AWMA, the Proquility team brings over 40 years of industry experience and long-standing connections with clients built on trust, care, and continuity.
“We’re thrilled to welcome Andy, Patty, and the entire Proquility team to Simon Quick,” said Christopher Moore, Managing Partner at Simon Quick Advisors. “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.”
Proquility explored numerous partnerships before selecting Simon Quick, citing a strong cultural fit and shared vision for long-term client care as key differentiators. “One of our top priorities throughout this process was ensuring continuity for our clients. Neither Simon Quick nor Proquility intends to disrupt the advisor-client relationships that have defined our firm. They will remain fully intact and supported,” said Patty Yeager.
“This was never about finding the biggest check — it was about finding the best home,” said Andy Ferguson, Founder of Proquility. “We built our firm around enduring relationships and careful planning, and we found in Simon Quick a partner that respects that legacy and enhances it. Our clients and team will have access to more robust services and increased support without sacrificing the personal attention they’ve always received.”
This marks the third strategic acquisition for Simon Quick in recent years, following the integration of Red Hook Management in 2022 and a merger with the William E. Simon & Sons family office in 2017. Simon Quick continues to attract high-caliber advisor teams seeking a collaborative culture, robust infrastructure, and a non-competitive environment to grow their practices. The Proquility team will maintain their ongoing client relationships while gaining access to Simon Quick’s broader platform of services, including sophisticated financial planning, investment advisory solutions, and operational scale.
ECHELON Partners served as financial advisor and Alston & Bird, LLC served as legal advisor to Simon Quick. Tukey Hill Management served as financial advisor and Hanson Bridgett, LLP served as legal advisor to Proquility Private Wealth.
