At Questmont, we have developed a proven process to provide world class service and advice to our clients. The foundation of this process is our Wealth Management Formula, which addresses the most pressing areas of concern successful families have.

The Wealth Management Formula

More About This Process:

Investment
Consulting

Back Title

Investment Consulting is about making smart decisions with your capital. It’s designing the best allocations for your money, maintaining the appropriate amount of liquidity, and analyzing risk and performance.

Wealth
Enhancement

Back Title

Wealth Enhancement is about tax mitigation: minimizing the impact of taxes on your investment returns while ensuring the cash flow you need. Mitigating estate taxes and capital gains taxes must also be considered while crafting your plan.

Wealth
Transfer

Back Title

Effective Wealth Transfer is all about taking care of heirs: finding and facilitating the most tax-efficient way to pass assets to your loved ones. Given the fluid nature of today’s tax environment, you must be proactive in your wealth transfer planning efforts if you truly want your wealth to benefit your heirs to the fullest extent possible.

Wealth
Protection

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Wealth Protection includes all means of protecting your wealth against catastrophic loss, potential creditors, litigants, children’s spouses and potential ex-spouses and identity thieves—in short, ensuring that your assets are not unjustly taken.

Charitable
Giving

Back Title

Charitable Giving must be thought through strategically—from selecting the appropriate means of giving (such as direct gifts, donor-advised funds, or private family foundations) to selecting causes and specific organizations that will have the biggest impact.

Examining your options will allow you to make your gifts in the most impactful way possible.

Investment
Consulting

Back Title

Investment Consulting is about making smart decisions with your capital. It’s designing the best allocations for your money, maintaining the appropriate amount of liquidity, and analyzing risk and performance.

Wealth
Enhancement

Back Title

Wealth Enhancement is about tax mitigation: minimizing the impact of taxes on your investment returns while ensuring the cash flow you need. Mitigating estate taxes and capital gains taxes must also be considered while crafting your plan.

Wealth
Transfer

Back Title

Effective Wealth Transfer is all about taking care of heirs: finding and facilitating the most tax-efficient way to pass assets to your loved ones. Given the fluid nature of today’s tax environment, you must be proactive in your wealth transfer planning efforts if you truly want your wealth to benefit your heirs to the fullest extent possible.

Wealth
Protection

Back Title

Wealth Protection includes all means of protecting your wealth against catastrophic loss, potential creditors, litigants, children’s spouses and potential ex-spouses and identity thieves—in short, ensuring that your assets are not unjustly taken.

Charitable
Giving

Back Title

Charitable Giving must be thought through strategically—from selecting the appropriate means of giving (such as direct gifts, donor-advised funds, or private family foundations) to selecting causes and specific organizations that will have the biggest impact.

Examining your options will allow you to make your gifts in the most impactful way possible.

Our strategy also includes collaboration with our world-class team of professionals. The Personal Wealth Expert Team has been hand selected to meet the complex needs of our clients.

Do You Qualify?

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