Winter Garden, FL Office

Quantum Wealth Advisors offers portfolio management, financial planning, and a paid subscription market-timing newsletter to individuals, high‑net‑worth individuals, and business entities. The firm describes ongoing discretionary portfolio management and also provides financial plans under fixed‑fee or hourly arrangements, plus a monthly or annual subscription service that delivers market commentary and trade recommendations.

The firm documents client objectives in an Investment Policy Statement and uses a mix of charting, cyclical, fundamental, quantitative, and technical analysis to implement a long‑term trading strategy with regular monitoring. Quantum Wealth Advisors generally seeks discretionary authority to execute trades on behalf of clients and provides quarterly account reporting; financial planning engagements are typically delivered as a one‑time plan unless additional services are requested.

Several features disclosed in the brochure are atypical for a firm of this profile: multiple fee models (fixed fees, hourly fees, and subscription fees alongside asset‑based portfolio fees billed quarterly in advance), and the sale of insurance products by firm personnel with related commission conflicts. The brochure also records recent material changes to fee and disclosure language and explicitly notes the firm does not serve as a private fund adviser.