The Questmont Wealth Management Consultative Process

 

 

At Questmont Strategic Wealth Advisors, we provide services in three key areas: Investment Consulting, Advanced Planning, and Relationship Management. 

Investment Consulting

Our wealth managers are not salesmen. As fee-based investment consultants instead of commission-based brokers, our team doesn’t operate by just selling you investment products.* This gives us the ability to construct your portfolio based on your financial needs. We will also provide you with behavioral investment counseling to help you better understand the reasoning behind choices that we make with your money.

Advanced Planning

Advanced Planning is comprised of wealth enhancement, wealth transfer, wealth protection, and charitable planning. Through research, we have found that these are typically the four key concerns of our most affluent clients. Using our Expert Team of lawyers, accountants, and insurers, we are able to create sessions with clients covering proactive tax planning, advanced estate planning, risk mitigation, and charitable giving.

Relationship Management

Our wealth managers want to make sure that you know what is happening with your money at all times. That is why we utilize our Total Wealth Reporting system that enables you to view your portfolio 24/7. To go along with this system, our team is constantly in contact with your attorney and accountant to ensure that all parties are working in unison for the highest benefit for you.

*Can be paid on a commission basis when acting in a broker/dealer capacity.