Quorum Private Wealth was founded in 2021 by Mike Barry, Kelly Milligan, Sue Mazzetti and Melissa Yue. With a combined experience in wealth management exceeding 75 years, our team members have been committed to continual improvement, earning multiple industry credentials. Mike and Kelly are Certified 401(k) Professionals. Kelly and Sue are Certified Retirement Planning Counselors. Mike is also a Certified Investment Management Analyst® and a Defined Contribution Investment Consultant. Kelly is also a Certified Private Wealth Advisor®. Melissa is also a CERTIFIED FINANCIAL PLANNER™.
With our extensive experience and knowledge, we committed to guiding our clients with objective advice, financial planning and comprehensive solutions that give simplify financial challenges and provide true peace of mind.
In addition to serving as an advocate for our clients, we act as their financial sounding board, collaborating with them and their other trusted advisors, on any topic – from investments and insurance to estate planning and taxes. We are the first call when a decision needs to be made that will have any type of financial impact. Clients see us as their team – their Quorum.
As an independent firm, we have the freedom, flexibility and control to serve only our clients’ best interests. We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor.
If you’re looking for a wealth advisory team who will take a proactive role in organizing, simplifying, and optimizing solutions for the challenges of your financial situation, please call on us today.
Company Details
- Employees
- 9
- Founded
- -
- Address
- 345 Hartz Ave, Danville,california 94526,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://quorumpw.com/
- Keywords
- Danville.
- HQ
- Danville, California
Quorum Private Wealth Questions
Quorum Private Wealth's website is https://quorumpw.com/
Quorum Private Wealth's LinkedIn profile is https://www.linkedin.com/company/quorumpw
Quorum Private Wealth has
9 employees.
View email and phone details for 9
employees at Quorum Private Wealth.
Quorum Private Wealth's industry is
Financial Services
Quorum Private Wealth's top competitors are
Chappell Wealth Management,
Sanctuary Wealth,
Cedar Gap Wealth Management,
Evans May Wealth,
Cooke Financial Group,
Wealth Architects, Llc,
Bowersock Capital Partners,
Slk Private Wealth,
Morling Financial Advisors,
Ausperity Private Wealth.
Quorum Private Wealth's categories are Financial Services
Quorum Private Wealth's founding year is 2021
