QP Wealth Management launches independent advisory practice.
BANKING AND CREDIT NEWS-July 9, 2019-QP Wealth Management launches independent advisory practice
(C)2019 M2 COMMUNICATIONS http://www.m2.com
QP Wealth Management, an Eatontown, NJ-based Registered Investment Advisor, has launched its wealth management practice serving entrepreneurs and families throughout New Jersey and across the nation, the company said.
Co-founders James Lloyd, Thomas Leidner and Lisa Heerwagen teamed with Whitney Struble, Director of Client Services, after working together at Morgan Stanley. As a team, they embody a drive and passion for delivering holistic financial strategies to clients that they care for and care about. They strive to make and manage financial plans that are tailored to their clients' most treasured life goals.
Lloyd, who is also the Chief Executive Officer and the Co-Chief Investment Officer, shapes the vision at QP Wealth Management.
QP Wealth Management's core services, founded on comprehensive and personal advice, include portfolio management, strategic wealth strategies, estate planning, family governance, wealth education, business succession planning, tax strategies, philanthropy management, life stage navigation service, lifestyle advisory and private healthcare advisory.
TruClarity offers financial advisors a proven solution, easing the challenges of transitioning to independent advisors and business owners. They guide them along every step from the initial financial analysis all while supporting them through the full transition period. The transition and practice management experts also provide comprehensive ongoing back office services after the leap to independence.
QP Wealth Management is an independently owned and operated, fee-based SEC-registered investment advisor. Through QP's goals-based service approach, the firm is dedicated to offering wealth management solutions to help meet the planning and investment goals of entrepreneurs and families. For additional information, review qpwealthmanagement.com.
TruClarity is a trusted solution for financial advisor independence and life beyond the leap. Offering a comprehensive transition solution, TruClarity equips advisors with a robust, turnkey platform to support their firm's day-to-day activities. Learn more at MyTruClarity.com.
((Comments on this story may be sent to email@example.com))
|Printer friendly Cite/link Email Feedback|
|Publication:||M2 Banking & Credit News (BCN)|
|Date:||Jul 9, 2019|
|Previous Article:||MMTEC announces acquisition of 49% interest in Xchain Fintech.|
|Next Article:||FreedomPay, Agilysys renew partnership.|