Our Story
Wealth solutions that are built around the only thing that matters: you.
Why choose us? You’ll be at the center of a firm that feels privileged to help fulfill your needs, understand your aspirations and reach your goals. Since 2014, we’ve built a company that sets individuals, families, businesses and foundations free to flourish. Our suite of capabilities from insightful wealth management to bespoke planning is designed to help you do one thing: live richly.
Our Values
Values that guide our work and our firm.
Values define what’s important to us; what’s non-negotiable and what’s enduring.
Clients first
We place your best interests at the core of our work. We understand the importance of your financial goals and dedicate ourselves to supporting you along the way. Our mission is to empower you with the resources and expertise to achieve financial success and peace of mind.
Giving back
By donating money, volunteering our time and serving on the boards of non-profit organizations, we seek to understand the roots of our community’s most pressing challenges and work to help find a solution.
Integrity
We build strong working relationships with our clients based on honesty, trust, transparency and resilience. For us it’s all about doing the right thing no matter what.
Authenticity
We stay true to who you are as a person and an investor by creating a financial plan as individual as you are.
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
