In 2007 we had a broad range of pursuits as we started Quartz Financial. The goal of changing the status quo of financial advice and providing comprehensive guidance, eventually morphed into writing books about sudden wealth and the generational wealth that inevitably follows. Providing Family Office Services solidified our practice of being involved directly or indirectly in anything that touches our clients financially.
We continually pursue doing more for our clients and the referral partners we are so fortunate to work with. With this in mind, we announce Quartz Pursuits, a collaboration with the travel industry to offer our clients and our network great adventures around the world.
Whether it is a small group trip to the Galapagos, river cruising to a destination of your choice, visiting Alaska or Croatia, Denmark or Norway, our travel partner has the experience to deliver the vacation of your dreams.
Stay tuned for future vacation ideas coming your way. For more ideas or travel advice, please call our luxury travel concierge, Debby Stevens, 3D Travel 512-218-0291, FAX: 866-619-9679.
Remember, travel is the only thing you buy that makes you richer!
David and Shane
Quartz Financial, 3D Travel and LPL Financial are separate entities.