Wealth Advisory Services
Our Quantum Strategies Wealth Advisory professionals focus on the financial health of an organization, building and protecting your wealth.
Our professionals at Quantum Strategies Wealth Advisory have developed a solid reputation for focusing on the financial health of an organization, building and protecting your wealth.
We focus on the financial health of organizations by building and protecting wealth to sustain future generations.
The complexities associated with managing wealth for individuals or family-owned businesses are unique. Our experienced team of financial professionals are committed to helping you manage ownership and experience growth for you, your family, or your business.
Services for individuals and families include:
- Asset allocation & diversification of assets
- Proprietary stock and bond research
- Concentrated stock management
- Income Planning
- Family governance
- Next-generation education and transition
- Managing risk
- Establishing family trusts
- Tax harvesting (tax reduction strategies)
Services for business owners and businesses include:
- Business continuity
- Succession planning
- Qualified Retirement Plans
- Tax Efficient Strategies
- Buy/Sell Strategies
- Key Man Strategies
- Deferred Compensation
- Executive Bonus
Don’t hesitate to reach out to us anytime.