As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.

Our aim is to help you live your best life by enjoying full control of your financial well-being.

Experience and Expertise

Leveraging their 25 years of combined experience working with corporate executives and senior managers, our founders designed Quotient Wealth Partners to offer in-depth insights into the sophisticated needs and challenges of affluent individuals and their multigenerational families.

Our overall approach to wealth management is highly process oriented. Through attentive listening, our advisors attempt to fully comprehend our clients’ circumstances, concerns, and ambitions.

We believe this approach fosters a relationship based on trust and respect and emphasizes educating clients and their families on the various financial options and opportunities they face.

We utilize a combination of human decision-making and innovative technology to swiftly identify and carefully develop specific solutions that are tailored to suit individual client needs and goals.

Preparing Today for Tomorrow

Specializing in retirement planning, we look to replace clients’ concerns about the future with confidence in a clear and effective financial plan. We work closely with pre-retirees, active retirees, legacy retirees, and corporate employees, recognizing that each of these clients requires tailored financial planning strategies.

For pre-retirees, we focus on benefits planning, tax mitigation strategy, equity planning, and designing a comprehensive retirement savings plan. We assist clients in navigating complex HR processes at their companies and help them prepare for a stable and secure financial life post-retirement.

For retiree clients, we strive to help them recreate their paycheck, optimize their taxes, and guide them through market fluctuations. Our solutions include tax-smart distribution planning, healthcare planning, family education and communication, estate planning and wealth transfer.

Our Core Values

We adhere to the fiduciary standard, embracing our independence from constraints and conflicts of interest that we believe affect most large financial institutions. Consequently, we can make decisions that we believe are in the best interests of its clients.

At Quotient, we look to make a difference in the lives of our clients by using our firm-wide values to guide the advice we provide.

Client-First Commitment

Driven by a client-first mindset, we seek to fully understand your needs and strive to exceed your expectations. We are committed to providing ethical and trustworthy services that demonstrate our competence and expertise.

Entrepreneurial Spirit

We foster an entrepreneurial spirit within our team, encouraging our advisors and staff to be innovative, resourceful, and proactive. We believe in working for a purpose and value a strong collaborative work ethic to achieve exceptional results on your behalf.


We hold ourselves accountable for our actions and take ownership of our responsibilities. We believe in transparency and open communication to ensure that you can trust us to deliver on our commitments.

Caring Attitude

We genuinely care about the well-being and success of our clients, team members, and communities. We are dedicated to creating relationships in which you feel heard and understood and our team feels valued and appreciated.


Our actions are guided by a strong moral compass, unwavering honesty, and trustworthiness. As fiduciaries, we place the utmost importance on your interests, ensuring that our decisions and recommendations are always in your best interests.

About Our Name

We chose the name Quotient Wealth because it represents the results we aim to achieve for our clients. Working together with you, we identify your financial quotient, which is the ratio of your financial well-being in relation to your financial potential. It’s our way of measuring how well you are using your financial resources to achieve your life goals — as well as helping you grow the magnitude of your wealth, your happiness and your legacy.