Highlands Ranch, CO Kendrick Castillo Way Office
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Quotient Wealth Partners, LLC
Multi-team
Firm-wide stats for Quotient Wealth Partners, LLC
About
Quotient Wealth Partners advises individuals, trusts, estates, corporations and retirement plans, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm offers financial planning, consulting, and discretionary and non‑discretionary wealth and investment management, along with retirement plan consulting services.
Investment programs are tailored to client risk profiles and implemented primarily through ETFs, mutual funds, individual securities and third‑party managers, with model portfolios and tax‑aware strategies used where appropriate. The firm applies a mix of fundamental and cyclical analysis to construct diversified, factor‑tilted allocations and uses tools to monitor and implement strategies for held‑away accounts (e.g., 401(k)s, HSAs, 529s).
Distinctive elements include rapid scale since its 2023 registration—managing roughly $4.9 billion through a multi‑advisor team—and an extensive operational and investment relationship with Dynasty that provides access to a TAMP/OCIO platform, third‑party manager access and back‑office support; that relationship also includes financing arrangements and a sale of revenue interests disclosed as potential conflicts. The firm also recently added multiple qualified custodians (including Betterment and Pershing), uses technology like Pontera for held‑away account management, and discloses use of outside promoters/referral payments and affiliated service arrangements that may affect how services are delivered.
Based on Quotient Wealth Partners, LLC
Expertise
Based on Quotient Wealth Partners, LLC
Location
8744 Kendrick Castillo Way, Suite 500
Highlands Ranch CO 80129
Advisors at this office
3
Advisors at this office
Andrew W
CFP®
Highlands Ranch, CO
Quotient Wealth Partners, LLC
Andrew Wagner is a CFP® professional with 12 years of experience in the financial advisory industry. He currently works at Quotient Wealth Partners, LLC and previously held roles at Goldman Sachs Personal Financial Management and Personal Capital. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, providing financial planning, consulting, and wealth management services across a range of client types. The firm employs diversified, factor-tilted investment strategies tailored to client risk profiles and utilizes technology for held-away account management.
Jeffrey S
Series 63
Highlands Ranch, CO
Quotient Wealth Partners, LLC
Jeffrey Severe is a financial advisor at Quotient Wealth Partners, LLC with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Goldman Sachs Personal Financial Management, Girard Securities, Inc., and CETERA Advisor Networks LLC. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm provides financial planning, consulting, and wealth management services using tailored investment programs that incorporate ETFs, mutual funds, individual securities, and third-party managers, supported by fundamental and cyclical analysis.
Carlos G
Series 65
Highlands Ranch, CO
Quotient Wealth Partners, LLC
Carlos Guidotti is a financial advisor at Quotient Wealth Partners, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Goldman Sachs Personal Financial Management and Short Elliot Hendricksen. Prior to his financial career, he spent two years at White House Cocktail Lounge. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth and investment management services. The firm tailors investment programs to client risk profiles using ETFs, mutual funds, individual securities, and third-party managers, applying fundamental and cyclical analysis to create diversified, factor-tilted allocations.
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