QuadCap

Wealth Management

We give you the clarity that is typically absent from the financial planning world. 

 

QuadCap

Wealth Management

We give you the clarity that is typically absent from the financial planning world. 

 

PRACTICE

AREAS

Portfolio Management

Our mission is to direct clients in the implementation of a diversified long-term investment plan based on Modern Portfolio Theory and Strategic Asset Allocation.

Tax Planning and Preparation

 

Our tax planning starts on day one, and is a continual process throughout the year. 

Employee Benefits

We provide in-depth analysis and counsel on employee benefits. We help you track the timing and proactively track your calendar to provide you with your options as these issues come up throughout the year.

Estate Planning

Estate Planning is an ongoing process, as life progresses and goals change, so should the plan. 

Legacy Planning

 

Establishing a legacy is a process in which you identify your personal definition of wealth and create a plan to preserve your most treasured assets in a deliberate manner. Legacy planning goes beyond estate planning and wills. 

Retirement Planning

Retirement planning is one of the most important events that you can plan for in your life. We are here to help you every step of the way. 

 

OUR VISION

At QuadCap Wealth Management, we provide a truly personal, proactive and comprehensive financial planning service to individuals and families. With a true passion for our work, our goal is to build lifelong relationships with our unparalleled level of service and quality of advice.

 
 

Leadership

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Cortnie Lomas Rodriguez
Partner / Senior Vice President
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Megan Lezar
Partner / Chief Operating Officer
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Robert Alston

Chief Compliance Officer

Senior Fixed Income Portfolio Analyst

Jennifer Blair
Sr. Director of Client Relationships
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Alex Velaochaga
Tax Senior Manager
Robert Knode, CFP® 
Senior Wealth Advisor
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Mary Harris
Senior Wealth Advisor
Natalie Lomas
Director of Operations
Joanna Ramirez
Associate Advisor of the Year
Shiner
Ambassador of Happiness

Contact

QuadCap Wealth Management

OUR ADDRESS

7790 Main Street, Frisco, TX 75033​

Phone: 972-818-2400

Toll-Free: 877-782-3296
Fax:  972-733-0798

Click Here to Find Us

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