Investment Management
  • Creating Tax Smart Efficient Portfolios
  • Aligned with Your Goals
  • Creating Reliable Income Streams
  • Private equity and Private Credit strategies
Retirement Planning
  • Evaluating Retirement Readiness Level
  • Quantifying Funds Needed
  • Quantifying Risk Capacity
  • Optimizing Tax-Smart Withdrawal Strategy
  • Creating your Retirement Paycheck
and Charitable Planning
  • In-House Estate Plan Review
  • Work alongside your estate attorney to formalize your wishes
  • Evaluating Optimal Planned-Giving Strategies
  • Trust Management
  • Donor-Advised Fund Management
  • Personal Income Tax Returns
  • Trust & Estate Tax Returns
  • Tax planning/Calculating Quarterly estimates
  • Business Owner Tax Guidance
  • Retirement Income Tax Planning
Specializing in Retirement, Investment & Tax Solutions

Navigate retirement with confidence through tailored investment strategies and informed tax planning. Prioritizing a successful retirement and ensuring all of your financial decisions are aligned with your aspirations. Discover personalized advice that empowers your retirement journey.


2021, 2022, 2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2024 award was presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit

Tax Services Tax Strategies & Preparation for Today, Planning for Tomorrow

We cater to individuals, estates & trusts, and the self-employed, providing experienced tax guidance that complements your current financial strategy and anticipates future trends. Our team of tax professionals is committed to collaborating with your wealth advisor, offering tailored tax planning and preparation services. We stay informed on the latest legislative tax changes to ensure your strategies are adaptive and informed.

Who We Work With You’re in Retirement or Nearing Retirement

Our Specialty typically caters to those with assets over $2 million, You’re age 50+, focused on Planning for your future with Integrated Tax Services.

But you have questions…
SERVICES How We Can Help
about us Quantis Wealth Management
At Quantis Wealth Management, our mission is to empower retirees through independent, objective financial advice and comprehensive tax services. We are committed to prioritizing our clients' needs, guiding them through their financial journeys with integrity, transparency, and accumulated knowledge. We strive to create financial stability and growth, enabling our clients to fully enjoy their retirement with confidence.
Being a Client Our Process
step 1
Navigating Toward Your Ideal Retirement
Setting your sights on a future that excites and inspires you.
step 2
Household Balance Sheet Construction
Establishing a detailed financial blueprint that reflects your current resources and future aspirations.
step 3
Portfolio Construction
Aligning your investments with your long-term goals for a resilient financial landscape.
step 4
Review and Monitor
Periodic meetings to update plan.
BLOG Stay Updated
 IMG-Tax Upload
Tax Upload

As of the current period, we regret to inform you that we are temporarily unable to accept tax uploads for the fiscal year 2024. However, we want to assure our users that this restriction is only temporary, and we anticipate resuming the acceptance of tax uploads for the subsequent tax year, 2025. We appreciate your understanding and cooperation during this period, and we look forward to assisting you with your tax submissions in the upcoming year.

Please stay tuned for further updates on when the upload facilities will be reinstated for the 2025 tax season.