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What We Offer

After years of working for large financial institutions, private banks and insurance companies, we realized that most clients want a financial hub, a central point of unbiased guidance to help them with many of their financial questions and needs.  They want a place they can truly call their “financial home”.   We created Quartz to allow our clients to benefit from a firm that is laser focused on providing comprehensive financial services for wealthy individuals and families.  Our experience in supporting sudden wealth clients, from lottery winnings, to the sale of a business or other life events that result in a financial windfall, is critical to helping our clients protect, preserve and grow their wealth through independent financial advice, planning and implementation. 

Our Approach to Your Wealth Management