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James R
CFP®, Series 63, Series 66
Lake Hopatcong, NJ
Quotient Wealth Partners, LLC
James Rich is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Quotient Wealth Partners, LLC. He previously worked at Goldman Sachs Personal Financial Management for seven years and held a position with the United Postal Service. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs diversified portfolios with tax-aware strategies and uses multiple custodians and technology platforms to manage client assets.
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