4201 Bee Caves Road
Quartz Financial has nearly a century of combined investment and financial planning experience. With an extensive background working for large financial institutions, our Founders have successfully transferred that corporate knowledge and experience into a private financial services firm focused exclusively on enhancing the financial well-being of each client.
This vision is supported by offering every client a true team-based engagement with senior-level advisory and client service members supported locally and nationally through dedicated LPL service and operations professionals.
Private Client Service Associate
Our trading, custody, compliance, and technology partner, LPL Financial, employs more than 4,800 professionals to support our business. Our scale provides us ‘one-touch’ navigation through a dedicated support team of six LPL service professionals to assist with complex technical and transaction items including new accounts, account transfers, and money movement, to name a few.
Dedicated Service Professional
For complex wealth needs such as portfolio construction, concentrated stock management, risk management, estate planning, and trust services, your team has direct access to the experience and resources of LPL’s Research and Private Client groups.