Bethlehem, PA Office

Quadrant Private Wealth Management provides financial planning, investment management and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations and employee benefit plans. The firm manages both discretionary and non‑discretionary portfolios and reported approximately $2.1 billion in assets under management as of December 31, 2025.

The firm’s investment process is largely top‑down, combining fundamental and technical analysis with an emphasis on risk management, and implements allocations across mutual funds, ETFs, individual equities and fixed income, external managers, and alternative investments. Quadrant offers a proprietary Quadrant Enhanced Equity Strategy that purchases individual equities and generates income primarily by writing options (typically puts), and it may recommend structured notes, private placements and other non‑standard instruments where appropriate.

Quadrant is an indirect, wholly owned subsidiary of Focus Financial Partners and maintains operational and referral relationships with multiple affiliates that extend beyond typical wealth managers — for example, an in‑house insurance affiliate (Quadrant Insurance Wealth Structuring, LLC), introductions to Focus Risk Solutions and UPTIQ/Focus Treasury & Credit Solutions for insurance, credit and cash management solutions, and supervised persons who are registered representatives of Purshe Kaplan Sterling. Those affiliations include subadvisory arrangements with Focus partner firms and disclosed revenue‑sharing and referral arrangements, which result in third‑party product introductions and compensation streams that clients should consider when evaluating the firm.