Advice Only

A good conversation between an advisor and a client is a lost art. Quintile Wealth Advisors listen carefully to completely understand each client's unique perspective.

At Quintile Wealth Advisors we provide independent objective advice on an hourly or retainer basis. We do not engage in money management, custody or brokerage activities.

We design and implement comprehensive financial plans to help our clients reach their life goals. We also specialize in delivering coaching and educational programs to empower investors.

Our fully accredited certified financial planners are available to meet any time and in any location that is convenient for clients.

 

Client Testimonials

Steady hand on the wheel

Steady hand on the wheel
Rob has been my financial planner for a little under 2 years and he has proven to be conscientious, knowledgeable and the steady hand on the wheel of my finances. Even more importantly, he is willing to...
Read More...

Knowledgeable and approachable

Knowledgeable and approachable
Quintile Wealth Advisors provide insightful estate and financial planning sessions for our clients and volunteers. The advisor is always prepared, knowledgeable and approachable.

Parkinson Society...
Read More...

Growing and preserving wealth

Growing and preserving wealth
For eight years I have entrusted Rob to advise me on growing and preserving my wealth. As an independent and certified financial planner, he exhibits well researched, and in-depth knowledge and can communicate...
Read More...