Questar Capital Partners

Questar Capital Partners | Independent Wealth Management, ESOP & Exit Planning Advisory At Questar, we specialize in helping business owners, executives, and high-net-worth individuals navigate complex financial decisions—whether that means structuring a tax-efficient exit strategy, optimizing an Employee Stock Ownership Plan (ESOP), or securing a worry-free retirement. Founded in 2022 by Richard Reyle and Gerry Spitzer, our firm was built on the belief that financial planning should be more personalized, strategic, and flexible than what traditional institutions offer. As an independent firm, we have the freedom to access the best solutions across banking, lending, investments, estate planning, exit planning and more—customizing our approach to fit your unique financial goals. Exit planning is a crucial step for business owners looking to transition ownership while maximizing value and minimizing tax burdens - there is an opportunity to sell your company TAX FREE. Whether you’re considering a third-party sale, family succession, or an ESOP, our team provides comprehensive guidance to help you exit on your terms—preserving wealth, reducing risk, and ensuring a smooth transition. Employee Stock Ownership Plans (ESOPs) offer a strategic alternative for succession planning, allowing business owners to transition ownership tax-efficiently while rewarding employees and maintaining company culture. We guide owners through the structuring, funding, and long-term management of ESOPs to align with their financial and business goals. Our in-house portfolio management team, with 20+ years of experience, actively tailors investment strategies to help clients optimize cash flow, minimize taxes, and build long-term wealth. From ESOPs and exit planning to sophisticated tax and estate strategies, we provide the high-touch service and expertise you deserve. At Questar, we do more than manage assets—we create opportunities for financial security, business growth, and legacy.