Wealth Management

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



Wealth Management

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




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. 



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

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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

Robert Alston

Senior Fixed Income Portfolio Manager

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Aryaa Regmi, CPA
Tax Manager
Mary Harris
Senior Wealth Advisor
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Tim Foster
Wealth Advisor
Jennifer Blair
Sr. Director of Client Relationships
Ambassador of Happiness


QuadCap Wealth Management


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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