As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.
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Firm Start Year
2023
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1891989/retirementplanning-Quotient-Wealth-Partners-detailed-disclosure.html
Quotient Wealth Partners, LLC ("QWP") is an SEC registered investment adviser.
Registration as an investment adviser does not imply a certain level of skill or training.
The publication of QWP's web site on the internet should not be construed by any
consumer or prospective client as QWP's solicitation or attempt to affect transactions in
securities, or the rendering of personalized investment advice over the internet. This
communication contains certain statements that indicate future possibilities. These
statements are aspirational and QWP does not guarantee any success in the services it
provides. As such, there is no guarantee that any views and opinions expressed herein
will come to pass. Investing involves risk of loss including loss of principal. Past
investment performance is not a guarantee or predictor of future investment
performance.
A copy of QWP's current written disclosure statement as set forth on Form ADV,
discussing QWP's business operations, services, and fees is available from QWP upon
written request or through the SEC's Investment Adviser Public Disclosure site at
www.adviserinfo.sec.gov. QWP does not make any representations as to the accuracy,
timeliness, suitability or completeness of any information prepared by any unaffiliated
third party, whether linked to or incorporated herein. All such information is provided
solely for convenience purposes only and all users thereof should be guided
accordingly.
We are neither your attorneys nor your accountants and no portion of this material
should be interpreted by you as legal, accounting or tax advice. We recommend that
you seek the advice of a qualified attorney and accountant.