
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.

Our Team
David Blair, J.D.
President
Natalie Lomas
Chief Operating Officer
Robert Knode, CFP®
Senior Wealth Advisor

Joanna Ramirez
Financial Analyst
Cortnie Lomas Rodriguez
Partner / Senior Vice President
Megan Lezar
Partner / Chief Compliance Officer
Senior Fixed Income Portfolio Manager
Aryaa Regmi, CPA
Tax Manager
Mary Harris
Senior Wealth Advisor
Tim Foster
Wealth Advisor

Jennifer Blair
Sr. Director of Client Relationships

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
For any general inquiries, please fill in the following contact form: