Quantum Strategies Wealth Advisory

Offering customized wealth management solutions for financially established individuals and businesses throughout the United States.

At Quantum Strategies Wealth Advisory, our priority is to help our clients make smart financial decisions, helping to ensure their legacy lives on for future generations.

What We Do

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Corporate Structure, Business Succession & Tax Planning

Our team helps solve complex problems associated with closely held and family-owned businesses. From succession planning to holistic financial services, Quantum Strategies Wealth Advisory advises in all aspects of estate and business planning. We work in conjunction with your existing team to ensure your plan is comprehensive.

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Family Office

Quantum Strategies Wealth Advisory has the expertise to guide and manage your multi-generational environment. Our team becomes the CFO for the family and offers comprehensive family office services. We offer a list of tasks ranging from providing financial wealth education, developing financial structures, and managing private partnerships and alternative asset classes.

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Wealth Advisory Services

Our professionals at Quantum Strategies Wealth Advisory have developed a reputation for providing our clients with asset management and estate planning services. Our team prides itself on putting the client’s interest above ours as we take the role of fiduciary seriously.

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Capital Management

Quantum Strategies Wealth Advisory is focused on managing risk, providing more consistent returns, and reducing the tax burden for our clients. We utilize a quantitative and fundamental analysis to uncover mispriced securities.

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Employer-Sponsored Retirement Plans

An employer-sponsored plan is an option to consider including in your benefits package that provides a specific service to employees. These types of plans have the potential to reduce taxable income, tax-deferred earnings growth, and deferred taxes for participants. Employer-sponsored plans contribute significantly to employee retention.

As an independent financial advisory firm, we are not bound to sell specific products.

This unique approach allows us to personalize each financial plan to meet the short and long-term needs of our family and business clients.

We’d Love to Help You With Your Wealth Management & Financial Planning.

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