FINANCIAL ADVISOR IN WILMINGTON, NC
CLIMB THE FINANCIAL LADDER TODAY
Preserve your wealth – Plan your future – Protect your legacy
About Quad Financial Management
We See The Big Picture
In a world where choices abound, spending is easy, and saving is vital, Quad Financial Management is for those who seek to make what matters most to them the driver for the financial decisions they make today, tomorrow, and for the future. We believe it’s important to consider the many aspects of your financial life. That encompasses your decisions about what to spend, what to save, what to invest, and what to give back.
Our Financial Services
We offer financial advisory and planning tailored to you. At Quad Financial Management we focus on your entire financial life. Saving for retirement, saving for college, supporting your favorite charity anything you do that involves money can impact your overall success. Together we will create a plan that strives to cover it all.
Developing a partnership that ensures we understand your goals lets us help you prioritize and organize your financial decisions.
We specialize in creating a Personalized Investment Portfolio for you to meet your goals.
Creating a retirement plan personalized to you and your goals is the purpose of retirement planning at Quad Financial Management.
Wills, Trusts and Estate Planning
Let’s define your legacy. We’ll create an estate plan in order to fulfill your legacy goals and wishes.
Life Transition Planning
Your financial plan and portfolio will be updated to meet your post-event financial objectives so that you can have financial stability in the next phase of life.
A key component of financial planning is gaining tax efficiency. We work with you using a holistic approach that incorporates your wealth management goals to help you retain as much of your earned income as possible.
We are licensed and have the ability to work with clients in six different states. Our hundreds of clients are based in California, North Carolina, Pennsylvania, Delaware, New Jersey and New York.
Work With Our Financial Advisor In Wilmington, NC
Working with a financial advisor has many benefits. It’s important to understand your situation and how to effectively manage your finances. A financial advisor can help you set up a plan that will maximize your financial goals and minimize your tax burden. Additionally, advisors can help you incorporate your estate planning goals and cover future health care expenses. They also can help you develop a strategy for retirement that will ensure your money lasts you for decades to come.
Financial advisors assess their clients’ financial needs and risk tolerance and then develop a plan to help them meet their goals. This plan may include investing in stocks, bonds, and mutual funds; saving for retirement; and purchasing insurance. As mentioned above, financial advisors also provide guidance on estate planning and tax strategy.
We'll Ensure Your Financially Prepared For Your Future
For many people, working with a financial advisor is the best way to ensure that their financial future is secure. However, there are some important things to keep in mind when choosing an advisor. First, make sure that the advisor is a fiduciary, which means that they are legally required to act in your best interest. Second, check that the advisor is properly licensed and has a good reputation. Finally, make sure that you feel comfortable communicating with the advisor and that they are able to answer your questions in a way that you can understand.
A financial advisor can be a valuable partner in helping you reach your financial goals. By working with an advisor, you can get expert advice on investments, saving for retirement, and managing your taxes. Additionally, an advisor can help you stay on track by providing regular check-ups and making adjustments to your plan as needed. Book a free consultation with our financial advisor at Quad Financial Management.
Schedule A Free Retirement Planning Consultation.
Just tell us how to contact you.
See Our Latest Projects
Financial planning tailored to your needs.
Financial Advisor For Professional Athletes
We helped this client develop a budget to handle influxes of capital in a way that will help high earnings last well after their sports career ends.
Financial Advisor For Engineers
Engineers come to us to help examine and explain their financial portfolio. We dive deep with these clients to explore and optimize every aspect of their financial plan, whether that be tax planning, insurance policies, or investments.
Financial Advisor For Retirees
We help our retirees make sure they can enjoy the fruits of their labors by creating plans for capital preservation, steady cashflows, and tax efficient wealth transfer.
What Our Clients Say
We can help you plan for your future – starting right now.
Contact us to see how we can help you with your personal and professional financial planning.