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

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

QuadCap serves individuals, high‑net‑worth clients, trusts, estates and charitable organizations, offering both discretionary and non‑discretionary investment management, comprehensive financial planning and third‑party manager selection. In addition to portfolio management, the firm provides in‑house tax preparation and, upon client request, advisory representatives may serve as trustee for client trusts. The firm constructs individualized asset‑allocation plans that blend equities and fixed income with attention to clients’ goals, time horizons, risk tolerance, liquidity needs and tax posture, with particular emphasis on clients near or in retirement. QuadCap draws on multiple third‑party research providers and uses quantitative and fundamental analysis, maintains ongoing portfolio monitoring, and employs account aggregation tools (MoneyGuidePro and e‑Money) as well as a third‑party participant‑account platform to manage held‑away defined‑contribution accounts. Noteworthy for a multi‑team advisor, QuadCap manages roughly $1.34 billion in client assets and discloses several operational arrangements that differ from many peers: it is deemed to have custody in certain cases due to Standing Letters of Authorization but follows the seven safe‑harbor provisions, it can receive fee‑sharing from recommended independent managers, and some staff act as licensed insurance agents (earning commissions) while the firm also provides custodial‑sponsored software and support through its primary custodian.

To learn more about the advisors currently working at Quadcap 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.