Our Videos

 Interested in learning more about Questmont Strategic Wealth Advisors' bespoke approach to wealth management?

When to Take Social Security

Our private wealth management services include timing advice for your critical life events

Are Bonds Safe?

Our certified financial planners make certain that your investments are optimally balanced

 Considering Financial Advisor Pay

How does your current financial advisor charge for their services? Do you really know?

Colgate, Coke, and Chlorox

What do these brand names have to do with private wealth management?
 

Considerations on your 401k

The best financial advisors make sure that your 401K is only part of your retirement solution. 

Wealth Management Strategy

Strategy. It's much more than "what are my investments worth today?" 

Discussing Financial Journalism

Take a break from the news! That's what your certified financial planner is for!

Estate Planning

Do you review your estate plan regularly? The best wealth management firms make sure that you do.

 Why is a Fiduciary Important?

What motivates your wealth management firm? Their wealth or yours?

The Lifeboat Drill

Man overboard! What does private wealth mangement mean now?

9 Investor Personalities

Is utilizing a private wealth management firm right for you? Maybe not.

Questmont Tax Alpha

It's not just about what your investments are worth. How much do you have left after April 15?

The Case for Optimism

Doom. Gloom. High flyers crashing.
Bubbles bursting. What is really important?

The Consultative Process

To create a plan that works for you, initial analysis is crucial to professional wealth management.

Behavioral Investment Counseling

Great financial planners help maintain perspective, avoiding urges that hurt more than help.

Keep Me in the Loop   
The Case for Optimism II