WEALTH IS MORE THAN MONEY
Quantum Private Wealth is a fee based fiduciary investment management firm. Based in sunny Tampa Florida, our team serves as advisors and confidents to individuals a families nationwide. Our outcome based approach begins with a Personalized MuliGenerational Wealth Plan
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For money to become wealth, it needs more than to be managed. It needs a strategic plan.
At Quantum Private Wealth, our unique e3 model – empower, enhance, elevate – can help you transcend from making money to building a multi-generational wealth platform.
Our team has extensive experience and knowledge from successful careers in the financial industry. We offer a tenacious focus on performance only equaled by a high-touch, family-office approach to personalized service.
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After all, if money is a means, isn't it time for it to mean more?
The Quantum Team
JIM PERKINS
CEO & Managing Partner
Tired after spending over 30 years working in a variety of Wealth Management roles including Senior Managing Director and Senior Portfolio manager for large International Banks, I started Quantum Private Wealth to be the type of firm that as a client I would want to work with.
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To make that happen Quantum had to be different.
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Our priorities are not shareholders or the folks in legal, and our investment philosophy is not governed by a group somewhere in New York or across the Atlantic. Instead, we are here to give clients access to large firm offerings with a boutique level of personal localized service. We are here for you. We listen to you.
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As CEO of Quantum Private Wealth, the buck stops with me. By that I mean I am the one who is responsible for the client experience and the investment process. Larger firms have departments that make the decisions for you and your advisor may just be a mouthpiece. Not at Quantum. Here we listen and work with you directly. Here you know the decision makers. Together we are the decision makers.
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Although I cannot control outcomes, I can help clients understand the risks in each decision. To aid in this we have based our firm on our unique e3 investment model. Centered on a behavioral finance perspective we are committed to helping our clients achieve legacy wealth while living the life they want. Investing for the long run while helping set up a portfolio that creates a current income stream.
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Advice, investments, service.
Those words are more than a tag line to us.
My off hours include spending time with my wife of 36 years and our three grown children snow skiing, mountain biking, traveling or golfing. I also serve on the board of a company that makes toys for children with special needs and infants in the hospital as well as a founding board member of a not for profit called Recovery Connections of Central Florida.
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CEO, dad, husband, dog owner, and 12.1 index. Come in and see if our firm is right for you.
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847-474-1401
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KOHLTON PERKINS
Associate
I began my career in the financial industry at one of the world’s leading global Asset Management Firms, AllianceBernstein. My position as a Regional Sales Consultant allowed me the opportunity to work directly with hundreds of Financial Advisory teams across dozens of different firms, gaining a wide perspective on how they operate, the value they provide for their clients, and (more importantly) where they fell short. I quickly learned that many Financial Advisory teams struggle to provide a consistent, high-quality standard of care due to operational hurdles or “firm initiatives” that sometimes conflict with clients’ best interests. This insight inspired my move to Quantum, where I can apply what I have learned and provide a better level of service to our clients while avoiding the pitfalls I witnessed with the other Financial Advisory teams I previously worked with.
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My goal is to simplify the complexity of the investment world and offer custom solutions for each of our clients to help them achieve their dreams. I aim to be easily accessible and transparent with our investment process. Rather than grouping clients into buckets based solely on age and risk tolerance (aka financial models), we design customized portfolios centered on each client’s specific goals while making sure they understand each step of the process.
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As Sun Tzu said, “Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.”
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In my free time I enjoy golfing, running, snow skiing, wake boarding and wake surfing, mountain biking, and spending time with my German Shepherd.
Ready to take control of your financial future? Start the conversation with us today!
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847-474-1404
ANDREA O'BRIEN
Senior Client Service Administrator
I’ve spent more than 25 years in the financial services industry, and throughout that time, I’ve had the privilege of working with clients to help them navigate their financial journeys. Before joining Quantum Private Wealth in March 2021, I worked at two nationally recognized investment firms, where I developed a strong foundation in client relationship management, operational oversight, and administrative excellence.
My philosophy is simple: listen carefully, ask thoughtful questions, and listen again. I believe every client deserves personalized attention and proactive solutions, and I consider it an honor to make their experience as seamless and stress-free as possible. At Quantum, I manage the day-to-day administration of client accounts and support our team’s operational efficiency, always striving to deliver a family-office level of service that combines precision with genuine care.
Outside of work, I’m happiest spending time with my husband, Scott, and our little Maltese, Tara. We love soaking up the Florida sunshine at our home in Sun City and spending summers in Lake Geneva, Wisconsin, reconnecting with family and our Midwestern roots. We also enjoy time at our family farm in Iowa. I’m a proud wife and mom, and family and community are at the heart of everything I do.
I’d love to connect and learn how I can help you achieve your financial goals.
📞 847-474-1405
CHRISTEN ZUFFA
Client Service Administrator
With over thirteen years of experience in the financial services industry at leading firms such as MassMutual and MetLife, I recognized the importance of working for an organization that truly prioritizes clients’ interests. That search led me to Quantum, a firm whose principles and values align closely with my own.
As Client Service Administrator, I am dedicated to building meaningful relationships and supporting clients in achieving their goals. By listening attentively and understanding what matters most to each individual, I strive to make every interaction with Quantum seamless and rewarding.
A lifelong Floridian, I was born in Miami and relocated to Tampa six years ago with my son. Family, faith, and community remain central to my life, and I am grateful to be part of a team that shares these commitments.
Outside of work, I embrace an active lifestyle. I enjoy playing tennis and pickleball, spending weekends at the beach or pool with family and friends, and taking long walks with my golden doodle, Mylo.
I believe that relationships extend far beyond business transactions, and I am proud to contribute to a firm that values trust, integrity, and genuine connection.
I look forward to seeing you all in our new Tampa offices. You can reach me at 847-474-1403
JENNY ZINSER
Operations Manager
Jenny has been an integral part of Quantum since before its official launch in 2020, playing a key role in establishing our first offices in Lake Forest, Illinois. Her responsibilities have spanned operations management, real estate advisory, and contract negotiations—bringing versatility and strategic insight to every aspect of the business. Today, Jenny divides her time between Florida, Michigan, and Illinois, overseeing day-to-day operations, reviewing contracts, and serving as a trusted advisor to Jim.
Her diverse background makes her uniquely qualified for this role. After successfully managing the Chicago market for a leading shared office real estate firm, Jenny transitioned into public service. She was elected to the Lake Forest District 115 School Board, where she has served as both President and now Vice President—demonstrating her commitment to leadership and community engagement.
She can be reached at 847-474-1400
Partner Firms
As a fee only fiduciary we are not beholden to any one firm to provide services for our clients. Unlike the large investment firms we receive no econmic benefit directly from our partners. We only partner with those that we believe offer the best in terms of quality of offering and service.
