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Financial Services In North Carolina

We’re here to help guide you on your financial journey. Through holistic wealth management we curate a plan that considers all aspects of our clients’ financial needs. 

Holistic Financial Advising

At Quad Financial Management we offer a variety of services in order to cover every aspect of your financial life. We focus on holistic wealth management with clients in North Carolina, California, Pennsylvania, New Jersey, New York and Delaware. 

Financial Planning

During the process of financial planning we work as partners to make sure you are on track to meet your future financial goals. At Quad Financial Management, a successful financial plan is one that helps you achieve peace of mind and financial freedom.

Investment Management

Salman Quadri at Quad Financial Management works with you to create a strategic investment portfolio using his successful diversification strategy. 

Tax Strategies and Planning

Through our holistic approach our goal is to help you gain tax efficiency and save as much of your hard earned income as possible. 

Retirement Planning

With rising life expectancy, expensive medical costs, and inflation, retirement planning should begin as early as possible in a person’s career and continue long after retirement begins.

Charitable Giving

Donating to charity is one of the most intimate decisions for people. Our goal is to make sure you are not only receiving happiness and personal satisfaction from your donations but tax value as well. 

Business Planning

Whether you’re a small business owner looking to moderate risks and scale your business or you’re looking to provide retirement benefits for yourself and your employees, we have you covered. 

Estate Planning

Estate planning involves a number of key aspects ranging from establishing a will and life insurance to planning ways to preserve your estate.

Financial Education

We believe it’s important for every individual to understand how to manage their finances and know what tools and options are available to them. We offer financial literacy courses for everybody, from students to executives.

Divorce Financial Planning

Going through a divorce can be one of the most stressful times in an individuals life. We are able to sit down with you to answer the tough divorce related financial questions. 

Our Process

Quad Financial's Process

1. Discover

Our team will review your current finances, plans, insurance policies, and goals, in order to understand what is needed to plan, invest, and forge an effective partnership.

2. Develop

After analyzing your needs and wants we will create a comprehensive plan curated specially for you. This step allows us to make decisions together.

3. Implement

Once all of your questions have been answered, we will put the plan into motion.

4. Monitor

We will continue to monitor, update and discuss your plan as needed.

Are You Looking to Create or Update Your Financial Plan?