Bespoke Services

The New Standard in Personalized Wealth Management

Investment Bespoke Service

Review of your investments and design of a highly customized portfolio appropriate to your needs
Utilization of passive investments when appropriate for cost reduction
Quarterly, semi-annual or annual meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
Quarterly Statements and consolidated asset reporting
Consultative and collaborative advice
Behavioral investment counseling to maintain a long-term perspective
Recommendations regarding positioning of investments within your employer provided retirement plans such as 401(k)s

Tax Reduction Planning

Comprehensive review of your tax return to highlight opportunities for leveraging tax reduction strategies
Annual review of your tax situation and planning to incorporate any new tax law changes
Complimentary consultation with your tax preparer
Recommendations of tax solutions including tax advantaged investments
Up-to-date information on new tax laws that could affect your situation
Complimentary consultation with our knowledgeable team (including a C.P.A.)

Retirement Income & Distribution Planning

Analysis of your current and future income needs
Continual development and implementation of both growth and tax recommendations to fund your income needs, while also taking into account a legacy strategy
Development and implementation of a sophisticated spending plan to help maintain a comfortable standard of living
Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA

Family Wealth Planning

Analysis of your current estate plan and concerns
Complimentary consultation with your attorney
Assistance in transferring assets to your Living Trust or other trusts
Guidance on the appropriate and necessary steps in the event of the death of a loved one
Complimentary consultation with our expert team (including an attorney)

Client Services & Communications

Quarterly economic report to keep you apprised of the most current planning options
Quarterly, semi-annual or annual reviews
Special reports on how to help reduce your taxes and other important topics
Special Bespoke Services Events, including Elite Introduction events (where you may bring up to 2 guests)
Special client events to say “Thank You” for being a part of the Questmont family
Regular access to Questmont’s ongoing charitable and community functions

*This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice as individual situations will vary.

Tell Me More About Questmont

Our Core Values

Family

Celebrating life’s biggest moments. Weathering life’s biggest storms. In every facet of your financial life, the Questmont family protects and supports YOUR family.

Authenticity

At Questmont we strive to be true to our character, our own spirit, focusing on that which makes us unique, both in our own eyes and those of our clients. The Questmont experience may not be for everyone, but it will only be felt here.

Creativity

The depth of our understanding of financial tools and techniques allows us to develop cutting-edge services that typically require multiple firms to experience. The result – a bespoke blueprint drawn to protect your vision of the future.

Empowerment

Don’t come here to buy; we’re not here to sell. Our Consultative Process informs and educates our clients, enabling them to consider the facts, draw their own conclusions, and make informed decisions about some of life’s biggest quandaries. That’s Questmont.