We are fiduciaries focused on what is best for you. We are not tied to any particular vendor or product. Our clients have access to a virtually limitless array of choices. With our fully transparent fee structure, they can rest easy in the knowledge that the advice we offer is objective and aligned with their best interests.
What does money mean to you? Whether it means more family time, peace of mind, independence, or creating a lasting legacy, our service model and combined tax, investment, and financial planning process are designed to accomplish what matters most in your life. Our clients have access to an outstanding team of independent attorneys, CPAs, investment research specialists, insurance brokers, and bankers.
What does money mean to you? Whether it means more family time, peace of mind, independence, or creating a lasting legacy, our service model and combined tax, investment, and financial planning process are designed to accomplish what matters most in your life. Our clients have access to an outstanding team of independent attorneys, CPAs, investment research specialists, insurance brokers, and bankers.
Services
CERTIFIED FINANCIAL PLANNER practitioner Richard is a cofounder of Quantis Wealth Management, an independent personal wealth management firm in Tysons Corner, Virginia, Washington DC, and Glenn Dale, Maryland. Richard has more than 19 years of experience in the financial services industry and specializes in counseling clients in the areas of investment, charitable, tax, and estate planning.
At Quantis Wealth Management, wealth management is our only business. We're an independent financial services, wealth management, and tax planning and consulting firm with nearly 50 years of combined professional experience in helping clients develop comprehensive, personalized strategies to achieve their financial goals.
Working together, we determine which areas of focus require our immediate attention and which ones are more long term in nature. From our findings, we'll assemble and help you manage a comprehensive plan that supports your financial goals. No matter what your level of wealth, working with us can help you pursue those goals.
The thought of meeting with a financial professional for the first time can be overwhelming. What you need to keep in mind is that just knowing you need financial help is the first step to financial success. Most of our new clients hear of us through a friend, a family member, or business associate.
1. Establishing and defining the client-planner relationship. The financial planner should clearly explain or document the services to be provided to you and define both his or her and your responsibilities. The planner should explain fully how he or she will be paid and by whom. You and the planner should agree on how long the professional relationship should last and on how decisions will be made.
Reviews (1)
Donna Moler
Jun 04, 2019
Report
