A complete list of active advisors currently associated with QP Wealth Management, LLC

Warmer can help you find a great advisor at QP Wealth Management, LLC or one who fits your needs even better.

QP Wealth Management serves individuals, trusts, estates, corporations and brokerage customers, managing roughly $405 million for about 115 clients with a five-advisor team. The firm provides financial planning, investment consulting and portfolio management, and its wealth management engagements can include retirement participant account management, alternative investment advice and access to independent managers. QP Wealth tailors portfolios across strategies—using ETFs, individual equities, bonds, options, covered‑call overlays and bond‑ladders—and assesses client risk tolerance, time horizon and liquidity needs on an ongoing basis. While the firm exercises discretion on some accounts, a substantial portion of assets are managed on a non‑discretionary basis, and the firm conducts formal due diligence and ongoing oversight for clients investing in privately placed alternative investments. Compared with many team firms, QP Wealth’s predominance of non‑discretionary assets is atypical and the brochure highlights additional, discrete services such as advisor‑level consulting and extraordinary administrative work for non‑routine client needs. The firm also discloses a referral arrangement for insurance services and the use of third‑party platforms to manage held‑away participant accounts, along with custody‑related safeguards and conflict‑of‑interest disclosures governing those practices.

To learn more about the advisors currently working at QP Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.