Quartz Financial

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 - 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-