We Meet You Where You Are.

Regardless of your level of wealth or the season of life you are in, we believe you deserve to have an integrated team working for you to build a comprehensive financial plan. That’s why we’ve developed a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of professionals, all under one roof, for one simple fee.

We offer investment management, tax planning, financial planning, and estate planning services.

Where can we meet you?

Ready to talk to an advisor?

Please Note: The scope of any financial planning, consulting, and tax preparation services to be provided depends upon the terms of the engagement and specific requests and needs of the client. WQC does not serve as an attorney, certified public accounting firm, or insurance agency. WQC does not prepare legal documents, nor does it sell insurance products. If the client desires, one of WQC’s affiliated entities and/or representatives, in their separate individual licensed capacities, can be engaged to be provide insurance sales/services and/or legal services per the terms and conditions of a separate engagement and fee as described on WQC’s written disclosure brochure.
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