Quartz Financial was founded through the partnership and combined talents of long-time, wealth industry veterans in Moore and Rust.
Personalized, family office style environment backed by significant resources of a leading independent broker/dealer and RIA custodian.
Independently owned and operated firm with no outside shareholders or corporate agendas.
Simple & Competitive Rates
We provide comprehensive wealth management services at rates that compete with firms that simply management investments. Our fee structure includes:
- A single rate based on the total value of family-managed accounts
- No add-on fees for wealth or financial planning
- All trading fees covered by us
- A commitment to lowering costs whenever possible
Proactive Communication & Availability
We believe in proactive communication and availability:
- Scheduling and coordinating formal relationship meetings
- Providing a unique email for direct communication with our team
- Responding to clients, day and night
- Involvement in all financial aspects of our client families
- Keeping clients' needs top of mind
- Measuring success by the length and growth of client relationships