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Year-End Financial Planning Checklist
At Quantis Wealth Management, we value the personal relationships with each of our clients and appreciate the trust they have put in our team. We recognize that our clients are planning for their future and have immediate needs with their particular life circumstances. Our commitment to consistent and ongoing discussion allows us to guide our clients and help them make smart financial choices with their money to achieve the goals they set.
Independent and Unbiased Advice
We are fiduciaries focused on what is best for you. We are not tied to any particular vendor or product. Our clients have access to a virtually limitless array of choices. With our fully transparent fee structure, they can rest easy in the knowledge that the advice we offer is objective and always aligned with their best interests.
Wealth Accumulation and Wealth Preservation
What does money mean to you? Whether it means more family time, peace of mind, independence, or creating a lasting legacy, our service model and combined tax, investment, and financial planning process is designed to accomplish what matters most in your life.
Robust and Experienced Team
Our clients have access to an outstanding team of independent attorneys, CPAs, investment research specialists, insurance brokers, and bankers. All focused on serving your financial needs. Members of our team have earned the Accredited Investment Fiduciary® (AIF®) designation, which signifies a comprehensive knowledge of and ability to apply and adhere to fiduciary practices. It is widely acknowledged as the leading designation for investment fiduciaries for both individuals and retirement plans.
We offer nearly 50 years of combined professional experience in helping clients develop comprehensive, personalized strategies to achieve their financial goals. At Quantis, wealth management is our only business.