Home 610.624.1770 Info@QS2500.com Philadelphia, PA | Glen Mills, PA | Washington, DC

THE QUANTUM FINANCIAL PLANNING AND WEALTH ADVISIOR PROCESS DELIVERS RESULTS

In the realm of Quantum Physics, observing something actually influences the process taking place. Quantum is the understanding of how key parts of matter interact. The same holds true in Personal and Business Planning.

At Quantum, we foster collaboration between our Internal Practice groups, strategists, and your key advisors to deliver a comprehensive solution to meet your objectives.

We begin by helping you crystallize your long-term objectives by sharing our insights and knowledge to identify specific shorter-term strategies that will help you achieve your goals.

Then, we perform a comprehensive analysis of your current plan by reviewing assets, legal documents, and effectiveness of your current plan vs. your stated objectives. Although most people have completed some planning, we find many can either make small adjustments or, in some cases, major revisions to their plan to maximize the effectiveness and bring it in line with their stated objectives.

ESTATE PLANNING & WEALTH PRESERVATION

We utilize techniques that are designed to maximize benefits to your heirs while keeping income and estate taxes to a minimum. Simultaneously, we ensure that your wishes regarding distribution are followed. We utilize techniques to protect your beneficiaries from creditors, divorce, and future estate taxes… [More Information]

CAPITAL MANAGEMENT & ADVISORY SERVICES

Quantum pulls all of our core investment capabilities into a single, simple, effective package for you and your organization. When it comes to helping you achieve your goals, we believe that smart decisions are driven by strong evidence. We take an evidence-driven approach… [More Information]

FAMILY OFFICE SERVICES

Our administrative services are designed to help you manage the complexity that comes with multi-generational wealth by ensuring that the day-to-day work is taken care of efficiently and with careful attention to detail… [More Information]

Quantum View

We provide a unique comprehensive summary of all of your financial activities. This service puts, at your fingertips, all aspects of your financial life allowing you a complete view of your investments, strategies and important documents for personal and business management purposes. Life can be complicated… [More Information]

SEND US A MESSAGE