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Interviewer: We'd like to begin by discussing what sets Quartz Financial apart from other financial firms. Could you tell us about the distinct approach that Quartz Financial offers?

Quartz Financial: Absolutely, we're pleased to share what makes us different. Many financial firms are quite similar. But we pride ourselves on operating differently from most wealth management firms. We designed our "Family Office Services" to cater to our clients’ specific needs. We specialize in Financial Planning, Investment Management, and Life and Long-term care insurance, all while coordinating with other professionals typically needed by affluent families. Historically, this approach only worked for families with investable assets of $150 million or more. However, we have crafted the personalized Quartz process to serve any high-net worth client efficiently and cost-effectively.

Interviewer: It's clear that you offer a personalized approach to wealth management. Can you tell us more about how Quartz Financial addresses the need for comprehensive financial guidance, particularly in the areas of sudden wealth or generational wealth transfer?

Quartz: Certainly. In an industry that often focuses primarily on asset management, many affluent families find themselves searching for more extensive financial guidance. This is especially true when sudden wealth or generational wealth transfer is involved. We recognized this need and founded Quartz in 2007 to provide holistic financial services to our clients.

Interviewer: That's commendable. Could you elaborate on the specific services Quartz offers, and how you maintain a competitive fee structure while providing comprehensive services?

Quartz: When you examine our business model, you will find we take the responsibility of our clients’ financial well-being to heart. Our services are competitively priced, especially considering the comprehensive nature of what we offer. We understand that being accessible and maintaining an elevated level of service for our clients is paramount, which is why we limit the number of new families we accept each year.

Our approach begins with understanding a family’s personal goals and incorporating them into multiple financial planning models and investment strategies. This process is ongoing, growing and adapting every year. We are fully supported by and regularly leverage our global resources for the benefit of our clients.

Interviewer: That sounds very client focused. Can you tell us about your experience and the books you've published as thought leaders in sudden wealth, and how this has influenced your approach to serving clients?

Quartz: Our experience, including the publication of four books, has emphasized the importance of not just understanding the financial challenges faced by wealthy families but also the emotional and social challenges. This insight allows us to coordinate necessary resources and efficiently manage the pace of implementation for our clients.

Check Out Our Books Here >>

Interviewer: It's clear that your team brings a wealth of experience to the table. Can you share what led to the decision to establish Quartz Financial as an independent firm, and how this benefits your clients?

Quartz: After years of working in senior positions for major financial institutions, we recognized the need for more personalized service and freedom from corporate bureaucracy. By forming an independent firm, we now work solely for our clients. We are not beholden to a firm that creates products that need to be ‘sold’. We can utilize strategies and products we believe are best suited for our clients’ specific needs, no matter the source. Additionally, our technology, compliance, trading, and other operational functions are fully supported by LPL Financial, the largest independent broker-dealer in the country.*

Interviewer: Thank you for sharing that. It's evident that Quartz offers a unique and comprehensive approach. How can potential clients get in touch with you to learn more and explore the possibility of working with Quartz Financial?

Quartz: We're delighted to discuss this further with potential clients. They can reach out to us through our office in Austin, Texas, at 512-243-5977 or on the web at QuartzFinancial.com.

We hope this interview has provided you with valuable insights into our approach and values. If anyone has any further questions or wishes to explore our services, please don't hesitate to get in touch with us.

We thank you for your interest.

* As reported by Financial Planning magazine, 1996-2023, based on total revenue.

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