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QUADCAP WEALTH MANAGEMENT
We give you the clarity that is typically absent from the financial planning world.
PRACTICE AREAS
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.
Our tax planning starts on day one, and is a continual process throughout the year.
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 is an ongoing process, as life progresses and goals change, so should the plan.
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 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 exceptional level of service and quality of advice.
OUR TEAM
President
Partner / Chief Operating Officer
Wealth Advisor
Financial Analyst
Operations Consultant
Partner / Vice President
VP of Wealth Management
Wealth Advisor
Paraplanner
Tax Manager
Partner / Deputy CCO
Senior Wealth Advisor
Director of Investments
Operations Coordinator
Tax Associate