INVESTMENT ADVISOR IN RALEIGH, 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 Services
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.
Financial Planning
Developing a partnership that ensures we understand your goals lets us help you prioritize and organize your financial decisions.
Investment Management
We specialize in creating a Personalized Investment Portfolio for you to meet your goals.
Retirement Planning
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.
Tax Strategies
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.
Our Clients
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.
Get Advisement With Your Investments
An investment advisor is a professional who provides financial advice to clients based on their individual needs. Investment advisors can work with individuals or groups, providing advice on how to best invest money to achieve specific financial goals. The role of an investment advisor is to provide unbiased and objective financial advice. They work with clients to develop a financial plan that takes into account the client’s unique circumstances, goals, and risk tolerance.
Investment advisors provide a variety of services, including financial planning, asset allocation, portfolio management, and stock selection. They may also provide advice on retirement planning, estate planning, and tax planning. Investment advisors can help you develop a financial plan that meets your specific goals and objectives. Asset allocation is the process of dividing your investment portfolio among different asset classes, such as stocks, bonds, and cash. Asset allocation is a critical component of investment planning. Investment advisors can help you determine an appropriate asset allocation for your portfolio.
Consult Our Investment Advisor In Raleigh, NC
Portfolio management is the process of selecting and managing investments to achieve your financial goals. Investment advisors can provide guidance on choosing the right mix of investments for your portfolio. They can also provide ongoing management of your portfolio to ensure that it remains on track. Stock selection is the process of choosing individual stocks that you believe will perform well. Investment advisors can provide guidance on choosing stocks that fit your investment objectives. They can also provide research and analysis on specific stocks.
Investment advisors can help you develop a financial plan that meets your specific goals and objectives. They can also provide guidance on asset allocation, portfolio management, and stock selection. Work with our investment advisor at Quad Financial Management on your investment portfolio. Book your free consultation today.
Schedule A Free Retirement Planning Consultation.
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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.
About Me:
SALMAN QUADRI
For nearly 17 years, Salman Quadri has made retirement dreams and financial goals reality. He started with JP Morgan Chase as a Personal Banker at the age of 18 years old. After receiving many accolades in the retail world, he decided that he wanted to work with clients on a more personal and intimate level. He would spend the next 14 years climbing the ranks in the insurance and finance industry.
With an emphasis on income maximization, cost minimization, wealth generation, and estate preservation, his comprehensive approach to retirement planning is geared towards each client’s individual goals.
Testimonials
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.
