OUR STORY

LET US HELP YOU LIGHTEN THE LOAD

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The Questmont Story

Questmont exists because we have walked in your shoes; our calling as financial advisors is deeply personal. Most members of our team grew up in environments where there was no discussion or management of wealth. We saw firsthand the disastrous results of a lack of guidance, direction, and knowledge.

Our stories are all different, but at some point for each of us, we witnessed the transformative power of financial advice rooted in time-tested strategy and experience. It changed everything. This now fuels our purpose to help others find the same peace in their wealth journey.

Business Owners

Time Management

We know you have your hands full running your business. Handling the complicated financial side of things can be a full-time job in itself. Dealing with taxes alone is daunting, and conducting legal research to ensure that you are one hundred percent within the limits of the law can make you want to pull out your hair.

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Wealth Optimization

Outsourcing your financial planning isn’t just about helping you keep your business up and running. We know that you run your business to better your life. That is why we offer wealth optimization services to help you keep your personal finances organized when you pay yourself out of your business.


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Your Exit Strategy

Your exit strategy might change as your business evolves. With these changes, it is important to reevaluate where you stand and optimize your values and assets to help ensure the best possible financial outcome in the event of transition. We help you to evaluate your personal and professional business goals, project potential outcomes, and plan for the unexpected.

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Talent Retention

When the benefits of working for your company outweigh the benefits of looking elsewhere, you are more likely to build a sense of trust with your employees and earn their loyalty. We assist and guide you in creating a world-class benefit plan that provides your employees with retirement plan options that will fit their individual needs.

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Planning Your Permanent Vacation

Financial Planning

Financial Planning is comprised of wealth enhancement, wealth protection, wealth transfer, and charitable planning. These are typically the four key concerns of our most affluent clients. Using our Expert Team of lawyers, accountants, and insurers, we create strategies covering proactive tax planning, advanced estate planning, risk mitigation, and charitable giving.

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Wealth Management

Questmont Personal CFO delivers financial peace of mind by helping affluent families and individuals organize, coordinate and navigate through their financial affairs. Sometimes referred to as Family Office Services, we work in partnership with your trusted advisors to provide the highest quality of financial reporting to establish a holistic view of your assets and holdings.

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Life Centered Returns

We approach money as a financial coach rather than just a financial advisor. We connect the technical side of money with the human side. We believe that when you get your money right, you can get your life right. And we use leading evidence-based and time-tested tools to tailor solutions exclusively for you.

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Lifelong Counsel

Our wealth managers are not salesmen. We are fee-based investment consultants acting as your fiduciary. This gives us the ability to construct your portfolio based on your financial needs. Then, we provide you with ongoing behavioral investment counseling to help you better understand the reasoning behind choices that we make with your money.

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Suite of Services

Wealth Management Services

Investment Consulting Custom Portfolios
Wealth Enhancement Wealth Preservation
Wealth Transfer Charitable Giving
Regular Progress Reviews Family Financial Issues
Estate Planning Tax Planning


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Our Core Values

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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.

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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. You will only feel it here.

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Creativity

We develop cutting-edge services that typically require multiple firms to experience. The result – a bespoke blueprint drawn to protect your vision of the future.

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Empowerment

Our Consultative Process informs our clients, enabling them to draw their own conclusions and make informed decisions about some of life’s biggest quandaries.

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Bespoke Services

Review of your investments and design of a highly customized portfolio appropriate to your needs to plan for:

  • Tax Reduction and Minimization
  • Retirement Income and Distribution
  • Family and Inheritance Wealth Transfer
  • Charitable and Philanthropic Entities

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Tour Our Office

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Interested in working with Questmont?

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