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.
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.
“Coming together is a beginning. Keeping together is progress. Working together is success.”
- Henry Ford
“When you have to make a choice and don’t make it, that is in itself a choice.”
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.
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 all at certain times in our lives find ourselves broken. True strength is found in picking up the pieces.”
“Life’s challenges are not supposed to paralyze you; they’re supposed to help you discover who you are.”
-Bernice Johnson Reagon