QL Wealth Advisors offers personalized investment solutions to a limited number of professionals, executives and high net worth families. With a focus on superior customer service, our 7 person group of professionals concentrate on tax-efficient wealth accumulation, retirement income planning and legacy wealth transfer to future generations.
Rich Keetley and Steve Goldstein have been consecutively included on Forbes’ Best-in-State Wealth Advisors list and recognized by awards from Financial Times.
THE Q2 FORMULA
QL Wealth Advisors’ proprietary formula for combining the qualitative and quantitative
Listen, Customize, Implement, and Evolve
Personal – Complete Family Office financial services
Stability – Maintain and increase financial stability for families, individuals, and executives
Unique – Recommendations to address goals today and into the future
Technology – Customize and recommend personalized planning solutions
Collaboration - Communicating with client's CPA, Estate Attorney, Trustees, and Family Members
Awareness – Environmental, Social, and Governance
Service – Exceptional client experience and service