A complete list of active advisors currently associated with Quality Wealth Management
Warmer can help you find a great advisor at Quality Wealth Management or one who fits your needs even better.
The firm provides personalized financial planning and related advice to individuals, pension and profit‑sharing plans, trusts, estates and small businesses. Services are delivered through written financial plans, retainer arrangements and hourly engagements; the firm does not provide ongoing asset management directly. The advisor conducts detailed analyses of client financial positions and investment holdings using fundamental, technical and cyclical methods alongside asset‑allocation modeling and third‑party reporting tools, then documents goals and recommendations for clients to implement. Periodic reviews are performed, generally quarterly, and additional reviews are triggered by market changes or client life events. Notably, the firm’s owner is registered with a broker‑dealer as a registered principal/registered representative and is a licensed insurance agent, and the firm discloses that it may receive insurance and brokerage compensation and can provide investment management only through the broker‑dealer under a separate agreement. The combination of broker‑dealer affiliation, insurance activity, a stated focus on written planning rather than AUM‑based portfolio management, and work with pension/profit‑sharing plans distinguishes the firm from many independent peers.
To learn more about the advisors currently working at Quality Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Lafayette, CA
| 44
|
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