Rick Gurz has been named to the Forbes Best-In-State Wealth Advisors list for 2026. The recognition reflects the work that Rick provides at Quantis Wealth Management for clients navigating retirement planning, tax planning, and long-term financial decisions. Rick’s work at Quantis is centered on coordinating the different parts of a client’s financial life to pursue their goals and bring financial confidence.

The Forbes Best-In-State Wealth Advisors list is based on a range of qualitative and quantitative factors, including industry experience, client relationships, and overall practice standards.

About Rick

Richard Gurz is the founder and managing principal of Quantis Wealth Management, an independent financial services, wealth management, and tax planning and consulting company in McLean, Virginia. With over 25 years of experience, Rick is committed to providing comprehensive, personalized strategies to help his clients pursue their financial goals. He focuses on building long-term relationships and making sure their financial plan is on track for their ideal future. Rick specializes in serving high-net-worth pre-retirees and is passionate about empowering and educating his clients to make prudent financial decisions that help them towards securing their quality of life.

Rick graduated from Mary Washington College with a bachelor’s degree in political science and international affairs and holds the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst® (CIMA®), and Certified Private Wealth Advisor® (CPWA®) professional designations. When he’s not working, you can find Rick spending time with his wife, Julie, and their two daughters, Adeline (Addy) and Josephine (Josie), usually watching his daughters play soccer or tennis or going on hiking and camping adventures. He also enjoys fishing, biking, traveling, golf, and serving his community. To learn more about Rick, connect with him on LinkedIn.

The 2026 ranking of the Forbes’ Best–in–State Wealth Advisors* list was developed by SHOOK Research and is based on in–person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Presented in April 2026 based on data gathered from June 2024 to June 2025. The full methodology** that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.

* This recognition and the due–diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.

** Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.