A complete list of active advisors currently associated with Quest Wealth Solutions, Inc.

Warmer can help you find a great advisor at Quest Wealth Solutions, Inc. or one who fits your needs even better.

The firm provides discretionary wealth management and comprehensive financial planning to a mix of clients, including individuals, high‑net‑worth households, trusts, estates, charitable organizations and businesses. It acts as a fiduciary for retirement accounts when advising on distributions or rollovers and may implement portfolios directly or by recommending unaffiliated independent managers. The investment approach is primarily long‑term, with portfolios constructed around low‑cost, diversified mutual funds and ETFs while also using individual stocks, bonds and cash positions as appropriate. Research combines fundamental and technical analysis, and accounts are monitored continuously with formal reviews at least annually; the firm retains discretion to rebalance or trade to meet client objectives and tax or cash‑flow needs. Noteworthy aspects include a relatively large discretionary asset base managed by a very small advisory team—over $214 million in AUM across roughly 358 client relationships—resulting in an unusually high AUM‑per‑advisor profile. The firm recently converted to SEC registration after operating within a broker‑dealer environment, maintains an institutional platform relationship that provides operational and research support, and discloses limited outside activities (a small real‑estate holding entity and a board role) that it says do not offer investment opportunities to clients.

To learn more about the advisors currently working at Quest Wealth Solutions, Inc., 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.