INVESTMENT MANAGEMENT IN RALEIGH, NC
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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.
Get Guidance Managing Your Investment In Raleigh, NC
An investment manager can provide many services to help you save for your future. They can offer advice on what to invest in, how much to invest, and when to invest. They can also help you keep track of your investments and make sure they are performing well. When you are ready to retire, an investment manager can help you plan for your retirement income. They can help you determine how much money you will need to live on and how to generate income from your investments.
There are many different types of investment managers. Some work for banks or investment firms, while others are independent. Some specialize in certain types of investments, such as stocks, bonds, or mutual funds. Once you have selected an investment manager, you will need to provide them with some basic information about your finances. This includes your income, debts, and assets. You will also need to provide your investment goals.
Speak To Our Investment Manager In Raleigh, NC
Your investment manager will then create a portfolio for you based on your information. This portfolio will be designed to help you reach your investment goals. Your investment manager will also provide you with reports on your portfolio. These reports will show you how your investments are doing and what changes, if any, need to be made.
You can choose to work with an investment manager on a one-time basis or on an ongoing basis. If you decide to work on an ongoing basis, you will need to provide them with updated information about your finances and investment goals. Working with an investment manager can be a great way to save for your future. They can offer you advice and help you keep track of your investments. Schedule a free consultation with our investment manager at Quad Financial Management.
Schedule A Free Retirement Planning Consultation.
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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.
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.
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.