Quaker is a fee-based financial planning and investment management firm built upon three bedrock principles: Performance, Integrity, and Independence. As a fiduciary we must always put our clients first. We adhere to our client promise, which is helping families define success in words as well as numbers, simplifying the complexities of wealth, building deep, personal, and enduring relationships, and most importantly delivering peace of mind.
Selling a business requires careful planning. It starts with defining your goals and assembling an advisory team who are experienced with a variety of monetization strategies.
Selling a business requires careful planning. It starts with defining your goals and assembling an advisory team who are experienced with a variety of monetization strategies.
Services
Focused on both the big picture and careful execution, we establish a strategic plan, design specific solutions to support that plan and oversee strategy implementation. To create a truly integrated plan with clarity of purpose, we pay close attention to your family's values and goals, as well as financial, charitable, tax and estate planning considerations.
Quaker Wealth Management, LLC ("QWM") is an investment advisor located in New Jersey. QWM and its representatives are in compliance with the current registration requirements of the United States Securities and Exchange Commission. QWM's website is limited to the dissemination of general information pertaining to its investment advisory services.
Reviews (2)
John Lorenzo
Dec 01, 2016
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NewsHeisler Wealth Management is not your typical financial advisor firm. Not everyone is their customer and they know that and embrace it. That isn't a bad thing though! I'm leaving a 5 star review because i'm a customer who appreciates service. When you work with the team here at NewsHeisler, you aren't on a set it and forget it path to financial security. The team at NewsHeisler is always, learning, updating and staying in touch with you as your financial goals change. If you're looking for a financial firm that is going to provide a high level of service and educate you along the way, CALL
DrErnest Cassara
Jan 31, 2015
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