QTR Family Wealth, LLC

Wesley Hunter is a financial advisor at QTR Family Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Bank of America and Merrill Lynch. Outside of his advisory role, Hunter is co-owner and financial operator of Raft Integrations, LLC, a technology server installation company, and co-owner/CFO of Florida Site Services, a construction business. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses, providing comprehensive wealth management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets and typically acts as a manager-of-managers by implementing model portfolios and engaging third-party managers.

Chad Hunter is a CFP® professional with 18 years of industry experience, currently serving as a Private Wealth Advisor and owner at QTR Family Wealth, LLC. His career includes roles at Bank of America, Merrill Lynch, and several wealth management firms. Outside of financial advising, he consults for Rosterspot, Inc., a social media web application focused on athletic recruiting. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management and business consulting services. The firm manages approximately $582.8 million in discretionary assets and employs a manager-of-managers approach, offering a range of financial planning, tax coordination, and philanthropic support services.

Lisa Malaspine is a financial advisor at QTR Family Wealth, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill Lynch, Pierce, Fenner & Smith, Metric Financial, Inc., and Bison Wealth, LLC. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management, portfolio management, retirement plan advisory, and business consulting services. The firm employs a manager-of-managers approach, utilizing model portfolios and third-party managers, and offers both discretionary and non-discretionary programs with services including financial and estate planning, tax coordination, trustee assistance, and philanthropic support.

Charles Kunzelman is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently a financial advisor at QTR Family Wealth, LLC and has held previous roles at firms including Schwab Private Client Investment Advisory, Merrill, and Raymond James Financial. Kunzelman is also a licensed life insurance agent providing non-variable insurance products and serves as a licensed property and casualty insurance agent maintaining his licenses through Cypress Risk Partners, LLC. QTR Family Wealth, LLC is an SEC-registered wealth management and investment advisory firm serving high-net-worth individuals, families, small businesses, and retirement plans. The firm employs a manager-of-managers approach, constructing model-based household portfolios and overseeing third-party investment managers, with specialized strategies available for select clients and coordination with outside tax, legal, and insurance professionals.

John Murphy is a Series 65 licensed advisor with QTR Family Wealth, LLC, where he has worked since 2024. He has one year of industry experience and previously worked at Bison Wealth, LLC. Outside of his financial career, he was employed at Seminole Legacy Golf Club from 2021 to 2024. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing wealth management, portfolio management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets and uses a manager-of-managers approach with model portfolios and third-party managers.

William Freeman is a financial advisor at QTR Family Wealth, LLC with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Merrill, Bank of America, and Metric Financial. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management, portfolio management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets across about 171 client relationships and employs a manager-of-managers approach with both discretionary and non-discretionary programs.