Overview of Services

 Services-Wheel

 

Wealth Management Suite of Services/Consultation and Collaboration

  • Investment Consulting/Custom Portfolios
  • Wealth Enhancement
  • Wealth Preservation
  • Wealth Transfer
  • Charitable Giving

 

Financial Planning/Investment Advisory Services

  • Regular Progress Reviews
  • Institutional Investment Consulting
  • Comprehensive Review of Family Financial Issues

 

Questmont Strategic Wealth Advisors a) Prefer to manage the entire family relationship (eg. Both spouse’s assets are managed here), and b) Require 50% of the available invested assets to be under Questmont’s direct management.

*These rules are subject to waiver/change by the executive committee only.