Quantis Wealth Management
At Quantis Wealth Management, we value the personal relationships with our clients and appreciate the trust they have put in our team. We recognize that our clients are planning for their future and have immediate needs with their particular life circumstances. Our commitment to consistent and on-going discussion allows us to guide our clients and help them make smart financial choices with their money to achieve the goals they set. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the United States. Review our Terms of Use: Quantis Wealth Management, Towers Crescent Drive, Suite 1250, Vienna, Virginia 22182 (703) 462-9618
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Verified contacts
8
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
2
tools in use
Monthly traffic
72
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- CS
Carl Shade
Wealth Advisor · Finance & Accounting
EmailPhone - SR
Steven Rowen
Associate Financial Advisor · Finance & Accounting
EmailPhone - RB
Richard B Gurz
Founder and Principal · General Business & Management
EmailPhone
Showing 3 of 8 verified contacts
Top roles at Quantis Wealth Management
5 distinct titles indexed · top 5 shown.
- 1associate financial advisor
- 1client service associate
- 1founder and principal
- 1income tax preparer
- 1wealth advisor
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