Broker Check




Monday, November 27, 2017

You’re enjoying retirement after a long successful career. You don’t want surprises, so you need a team of professionals to take care of your financial health- a family office. Consider the case of Steve, a recently retired...


Monday, August 28, 2017

Many affluent parents worry that their wealth will create children of entitlement. The children of sudden wealth especially can experience a significant change in their living environment at very impressionable ages. Consider the case...


Monday, August 15, 2016

Your required return is based on data and analysis of your financial plan. It is the return needed, taking into account your time horizon, asset base, liquidity needs, savings behavior, tax sensitivity and risk tolerance amo


Friday, June 3, 2016

In the death of a spouse, it is not uncommon for financial management to be a new burden that may have been previously handled by the spouse who passed away. Add to the loss of a spouse, the responsibility for any insurance payouts or other


Thursday, April 21, 2016

Quartz Financial specializes in sudden wealth because they care about the people who have the unique experience of suddenly being responsible for considerably more money than ever before. They know that it takes a different set of


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Wednesday, March 16, 2016

The sale of a business is often the end of a major accomplishment, and the start of a new challenge. In exchange for financial security, some former business owners experience a loss of identity. The emotional challenges in these types of s