WEALTH IS MORE THAN MONEY
Wealth is the inflection point where you evolve from just making money to making money do things for you, your family, and ultimately your legacy.
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.
After all, if money is a means, isn't it time for it to mean more?
The Quantum Team
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.
To make that happen Quantum had to be different.
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.
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.
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.
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. We also take service seriously in our family where my wife is in her second term on the Lake Forest High School board (previous President) and I serve on the board of a company that makes toys for children with special needs and infants in the hospital as well as on the board of a not for profit called Recovery Connections of Central Florida.
CEO, dad, husband, dog owner, and 12.1 index. Come in and see if our firm is right for you.
SENIOR CLIENT SERVICE ADMINISTRATOR
Andrea joined Quantum Private Wealth in 2021. With over 25 years of experience in the financial services sector it was time to work for a firm that valued her expertise.
She assists in managing the team’s operations through the daily administration of our client accounts in addition to addressing administrative matters. High touch, hands on, Andrea provides a family office level of service to Quantum's clients.
When Andrea actually takes time for herself you can find her with her husband Scott at their home in Lake Geneva or at Scott's happy place..his farm in Iowa.
Dog owner, mom and wife, reach out and say hi.
CLIENT SERVICE ADMINISTRATOR
After over eight years in the financial services industry working at major firms like MassMutual and MetLife I came to the realization that I wanted to work for a firm that truly places the clients' interests above their own.
I wanted to work for a company that held the same core principles and values that I live my life by. I found that at Quantum.
I am the dog mom of my golden doodle Mylo, whom I enjoy taking long walks with. I embrace a healthy lifestyle and can be found in my off hours playing tennis or the new Floridian national sport of pickleball. Weekends call for a trip to the beach or a dip in the pool with family and friends.
My role as Client Service Administrator at Quantum gives me the opportunity to get to know and assist our clients reach their goals. By listening to you I will learn what's important to you. In hearing you I will help make your experience at Quantum simple and seamless.
I have lived in Florida my entire life, born in Miami and transplanted to Tampa with my son six years ago. An active member in my church with family in the area, I am excited to be part of a team that embraces the things I hold dear. I believe relationships are more than business transactions and am glad to be working with a team that feels the same.
I look forward to seeing you all in our new Tampa offices. You can reach me at 847-474-1403
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.