Retirement Planning

Can you retire when you want to? How much will it cost and is the plan sustainable?

Estate Planning

Will your heirs inherit your assets in the most tax efficient way possible? We can work with your attorneys to verify your wishes are followed correctly.

Insurance Planning

We’ll give you appropriate life, disability, and long-term care insurance advice without pushing any products.

Education Planning

Will it be a out-of-state private university or local community college? What’s feasible?

Coordinating With Your Other Advisors

Shouldn’t your tax, legal, and financial advisors all be on the same page? Of course! So we can help with that.

In today’s volatile market, relying solely on stocks and bonds can leave your portfolio vulnerable. Smart investors are increasingly turning to alternative investments to diversify their holdings and generate uncorrelated returns. We offer exclusive access to a carefully curated selection of alternative investment opportunities designed to complement your existing portfolio and enhance your long-term financial goals.

Imagine a portfolio that’s less susceptible to public market fluctuations. Our alternative investment strategies provide access to unique asset classes, including:

• High-Yielding Private Credit: Generate consistent income streams beyond traditional fixed-income investments.
• Real Estate Development: Participate in the growth of thriving communities and potentially earn substantial returns.
• Data Centers: Invest in the infrastructure powering the digital economy.
• Specialized Real Estate: Explore niche markets such as sports facilities and senior housing.
• Tax-Advantaged Strategies: Maximize after-tax returns with Qualified Opportunity Funds, Oil & Gas Funds, and Delaware Statutory Trusts (DSTs).

Each investment is rigorously vetted and professionally managed, providing a diversified approach to alternative assets. We understand your time is valuable—our team handles the complexities, allowing you to focus on your career and personal life while your investments work for you.

Asset Allocation Plan

We’ll work with you to determine what kind of portfolio allocation is best.

Portfolio Review

We’ll look at your current investments and make recommendations to align your portfolio with your goals.

Portfolio Management & Rebalancing

We’ll construct a high quality, low cost portfolio for you and then keep it balanced to your allocation plan.

Quality & Cost

We’ll maintain your portfolio to ensure quality remains high and costs remain low.

Tax-based Investment Advice

There’s asset allocation and then there’s asset location. How can both work for you? Take a look at Our Investment Approach to learn more.

Transparency

QWM is a fee-only firm so you’ll know exactly what the services will cost, no surprises. All of our recommendations will be in writing. Any conflicts of interest will be disclosed.

Accountability

We work for you, not a brokerage firm, so our loyalty to you is undivided. We are held to the fiduciary standard, a much higher than “brokers” and other investment salespersons.

Education

Whether it’s about today’s market activity, Federal Reserve policy, or whether or not you should pay off your mortgage, we love answering your questions. We want you to be as market-savvy as you want to be, and want to help get you there.

Open Communication

In person at our office, or via phone, email, or web conference, I’ll be available for regular review meetings and one-off questions.