4201 Bee Caves Road,
How Do You Picture Wealth?
Let us help you to overcome wealth management roadblocks.
Helping you focus on long-term planning for wealth sustainability.
What is Sudden Wealth?
It is not just about winning the lottery.
What Our Clients Are Saying
Check out the feedback we've received from the clients who have worked with us closely.
Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we experience. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life. At Quartz Financial, we approach your financial picture from a wide-angle lens and build long-term relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed.
Now you can see everything you own, all in one place. A private and secure location where your data is consolidated into one clear picture of you. Your personalized Quartz Wealth Dashboard makes getting organized simple.
Sudden wealth is more common than you may think. It is often the result of inheritance, successful entrepreneurship, legal settlements, and more. Sudden wealth is often life-altering and comes with many opporunities, but also challenges. We can help you manage your new-found responsibilities.
"It is really helpful to have a couple of great guys like you to help us with the treachorous and complex territory of finances and investments."
“We really appreciate working with you. With Quartz, we feel like we truly have a partner in our financial future”
* These statements are testimonials by clients of the financial professional. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing testimonial(s).
Planning for only one life event would be like having only one piece of the puzzle and expecting to see the entire picture. We utilize a comprehensive approach to help you design your masterpiece.
“We look forward to working with you guys over the next several years as we face numerous new opportunities, milestones, and the associated challenges.”*
"We feel like y'all go the extra mile and really care about the people you take care of."*