Comprehensive financial planning is the cornerstone of a reliable financial foundation–one that will withstand the test of time and provide the flexibility to address your changing needs.
Quinn Wealth Advisors employs a comprehensive approach to planning, managing, preserving and deploying the assets you accumulate in an effort to enhance the lifestyle you deserve and to give you the peace of mind you seek.
We offer independent, unbiased financial strategies and wealth management services which include:
Comprehensive Financial Planning utilizing a powerful, web-based wealth management system which addresses:
Wealth Management Solutions which employ an individualized, client-focused approach to portfolio construction focusing on the client’s:
Estate Planning including asset titling and beneficiary designations. We work in conjunction with our client’s estate planning attorney.
Retirement Planning which focuses on coordinating and simplifying your various retirement portfolios, i.e. multiple IRAs and 401(k) plans. Our team of Strategic Partners advises employers on compliance and regulatory issues impacting plan design, reporting and employee education.
Insurance Solutions which incorporates years of experience among strategic partners who specialize in life insurance, disability insurance and long-term care insurance.