A complete list of active advisors currently associated with Quantum Wealth Strategies, LLC
Warmer can help you find a great advisor at Quantum Wealth Strategies, LLC or one who fits your needs even better.
Quantum Wealth Strategies provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, managing roughly $32.2 million for about 67 client relationships. The firm prepares an Investment Policy Statement for each client and offers ongoing monitoring and reporting as part of its advisory services. Investment decisions incorporate a blend of methods — charting, cyclical, fundamental, quantitative, technical and modern portfolio theory — and the firm uses both long‑term and short‑term trading strategies. QWS generally obtains discretionary trading authority and requires clients to custody assets through Schwab Institutional, with quarterly account reports provided by the custodian. Noteworthy for a firm of its size, QWS distributes a subscription newsletter to advisory clients that can include specific buy/sell recommendations and is provided at no separate charge. The firm’s advisory personnel are also licensed insurance agents and may sell commissionable insurance and annuity products (including work by a Certified Divorce Financial Analyst offering divorce‑related financial services), a practice the brochure discloses as a potential conflict and describes steps to address; the firm also discloses use of AI tools and related risks in its investment processes.
To learn more about the advisors currently working at Quantum Wealth Strategies, 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.
Name |
Location |
Years of experience |
|---|---|---|
Shelby Township, MI
| 9
| |
Shelby Township, MI
| 8
|
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