Quartz Financial is a client-focused comprehensive wealth management firm specializing in Sudden Wealth. Backed by global resources, we work with you to create an integrated wealth plan, delivering independent financial advice, planning and implementation to help protect, preserve and grow your wealth.
We welcome a limited number of new clients each year. Our investment minimum for new clients is $2 million, and while each client situation is unique, our clients share in the common desire of working with a firm that functions as their private family office delivering experienced and objective advice.
It is important that prospective clients have both a need and readiness for comprehensive services and guidance, and whom we believe can benefit from the level of service we provide. We work closely with each client to develop a long-term partnership that will help them discover and pursue their financial, life, and legacy goals.
Our clients have already attained wealth or are preparing for a significant financial windfall through an array of unique life events:
Business Sale, Inheritance, IPO/Acquisition, Athlete/Performance Contract, Legal Settlement, Trust Distribution, Bonus Income, Lottery Jackpot, Retirement, Insurance Claim, Real Estate Sale, Event Winnings, and More.
Our Clients Include: Sudden Wealth Recipients, Business Owners, Entrepreneurs, Retirees, Medical & Legal Professionals, and Corporate Executives
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Securities and Financial Planning offered through LPL Financial a
Registered Investment Advisor, Member SIPC sipc.org
Third party posts found on this profile do not reflect the views of
LPL Financial and have not been reviewed by LPL Financial as to
accuracy or completeness
The LPL Financial registered representatives associated with this
page may only discuss and/or transact business with residents of the
following states: CA, CO, GA, KY, NC, TX.
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Company Details
- Employees
- 4
- Founded
- -
- Address
- 4201 Bee Caves Road,
- Phone
- +1 512 243 5977
- in****@****ial.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- quartzfinancial.com
- Keywords
- Sudden Wealth Management, Integrated Wealth Planning, Financial Planning, Investment Management, Insurance Services, Lottery Jackpots, Business Sales, Oil and Gas Income, Retirement, Inheritance, Liquidity Events, Insurance Claims, Legal Settlements, Financial Therapy.
- HQ
- Austin, TX
Quartz Financial Questions
Quartz Financial's helpline number is +1 512 243 5977
Quartz Financial's website is quartzfinancial.com
Quartz Financial's LinkedIn profile is https://www.linkedin.com/company/quartz-financial
Quartz Financial has
4 employees.
View email and phone details for 4
employees at Quartz Financial.
Quartz Financial's industry is
Financial Services
Quartz Financial's top competitors are
Planning Alliance,
Quartz Partners Investment Management,
Stone Oak Wealth Management,
Sentry Hill Financial Advisors, Northwestern Mutual,
Lpl Financial,
Two Hives Honey,
Charles Schwab,
Dougherty,
Etico,
Life By Design Investment Advisory Services.
Quartz Financial's support email address is info@quartzfinancial.com
Quartz Financial's categories are Financial Services
Quartz Financial's founding year is 2007
