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4201 Bee Caves Road, C-108, Austin, TX 78746

512-243-5977
info@quartzfinancial.com
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Changing the Status Quo

MESSAGE FROM OUR FOUNDERS

In your search for a financial firm, you may get the feeling that they are all the­­­ same. In Quartz Financial, you have found a unique firm, one that operates differently than most wealth management firms you may know.

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QUARTZ AT A GLANCE

Quartz Financial is a comprehensive wealth management firm. Our professionals specialize in family office services, investment management, financial planning, risk management, and estate planning for families with sudden wealth and generational wealth.

Our Process

Quartz Financial was founded through the partnership and combined talents of long-time, wealth industry veterans.

Our History

Personalized, family office environment backed by significant resources of a leading independent broker/dealer and RIA custodian.

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Our Values

Independently owned and operated firm with no outside shareholders or corporate agendas.

PLACING EXCLUSIVITY ABOVE QUANTITY

We welcome a limited number of new clients each year. Our investment minimum for new clients is $2 million, and while each client situation is unique, our clients share in the common desire of working with a firm that functions as their private family office delivering experienced and objective advice.

It is important that prospective clients have both a need and readiness for comprehensive services and guidance, and whom we believe can benefit from the level of service we provide. We work closely with each client to develop a long-term partnership that will help them discover and pursue their financial, life, and legacy goals.

Our clients have already attained wealth or are preparing for a significant financial windfall through an array of unique life events.

Business Sale

Inheritance

IPO/Acquisition

Performance Contract

Legal Settlement

Trust Distribution

Bonus/
Commission

Lottery Jackpot

Retirement

Insurance Claim

Real Estate Sale

Event Winnings

SIMPLE AND COMPETITIVE RATES

SIMPLE AND COMPETITIVE RATES

  • We charge a single rate based on the total value of all family managed accounts.
  • We do not charge ‘add-on’ fees for wealth or financial planning.
  • We pay all trading fees on behalf of our clients.
  • Our rates are competitive with firms that only manage investments.
  • We have never raised our rates, but we routinely look to lower costs for our clients.
PROACTIVE COMMUNICATION AND AVAILABILITY

PROACTIVE COMMUNICATION AND AVAILABILITY

We believe proactive communication and availability are keys to a successful, long-term professional relationship. How do we accomplish this?

  • We take the responsibility to proactively schedule, plan, and coordinate these important meetings.
  • We provide a unique email address for clients to communicate with their entire advisory and service team.
  • We respond to our clients night and day.
  • We are involved with all things financial for our client families.
  • We are 100% committed to keeping our clients’ needs and issues top of mind.
  • We judge our success by the length and growth of existing client relationships.

CLEARING, CUSTODY, AND COMPLIANCE

A Registered Investment Adviser–broker/dealer is a company that a registered investment professional is required to affiliate with in order to buy and sell investment products on behalf of investors. The Securities and Exchange Commission (SEC) delegates the supervision of financial advisors to the Financial Industry Regulatory Authority (FINRA). FINRA, in turn, requires firms to choose a broker/dealer to partner with on behalf of their clients. We utilize LPL Financial, as our clearing, custody, technology, compliance, and service provider. As the nation’s leading independent broker-dealer, as reported by Financial Planning magazine, June 1996-2020, based on total revenue, LPL provides us with integrated technology, independent research, comprehensive clearing and compliance services.

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