Live richly.
When you work with a wealth management firm that sees you as a person and not simply a portfolio, you’ll thrive on your own terms and enjoy the freedom to achieve your goals. That’s what living richly is all about.
Discover. Design. Implement. Optimize.
Everything begins with you. We not only seek to understand your wealth, but also who you are as an individual and what you want to achieve. Designing a custom blueprint is key to building your wealth. Refining and revising your plan as circumstances change is critical to reaching your financial goals. It’s a proven process that gets results.
Investing with confidence.
Deep experience and specialized expertise come together to help you build wealth.
Customized planning.
Developing a wealth blueprint tailored to who you are and what you want to achieve.
Unlocking access.
Stocks and bonds are only the beginning. Alternative investments and access to private markets can enhance your wealth, reduce risk and improve returns.
Family Office
Manage your legacy while planning to preserve and grow wealth across generations.
Going above and beyond to provide the white glove service that our clients deserve is at the center of my daily work. I’m grateful to specialize in always looking out for our clients’ best interests.
Joy Pattrell, Client Experience Associate
Quadrant has deep expertise in all facets of financial services. What I love is the access our clients have to not only their personal wealth advisor but access to the entire team with specialized knowledge to meet a client’s individualized needs.
Mark Cecchini, Director, Wealth Solutions
Part of my job allows me to showcase our firm’s commitment to giving back to our community. Investing in the local regions where we work, live and play has been a Quadrant cornerstone for over 10 years. Our team shows up when and where our neighbors need it most.
Kristen Quirk, Director, Investor Relations & Human Capital
As a legacy partner, I’ve seen this firm go through its share of changes and I’m proud of where we stand today. Our growth in team dynamics, centralized values and the constant pursuit of excellence has landed us among the premier RIAs in the region. I’m excited for what the future holds.
Jason Cort, Chief Growth Officer
