QuadCap Wealth Management

Since its foundation, QuadCap Wealth Management has registered its entire growth from referrals. This has been possible due to the company’s constant endeavor to uphold the human factor in investment processes.

"We take a client-first approach and take pride in knowing our clients and investing time in helping them take steps to achieve their goals. Our advisors are truly passionate about their work and aim to build lifelong relationships. After all, advice without implementation has no value," says Megan Lezar, chief compliance officer at QuadCap.

QuadCap ensures its clients’ investment portfolio is structured based on their investment goals, tolerance and comfort levels for risk, and how well it meets current, unexpected, and retirement needs. It understands that proper diversification and allocation are important to establish a disciplined plan that avoids investment decisions based on emotions and short-term results. To this end, QuadCap works closely with clients to unlock consistent results by adhering to a rigorous and repeatable investment process in tune with the level of risk that best suits them.

In addition, clients can access all the financial services they need, including tax planning and preparation and retirement planning. Given that these practice areas are highly interwoven in one’s financial life, QuadCap handholds clients to accurately address their requirements.

QuadCap is adept at coaching and helping clients effectuate the nuances of donor-advised funds, retirement minimum distributions, charitable planning, and more. It works closely with them regarding tax planning and preparation while keeping them well informed on aspects like estate planning before meeting with an attorney to discuss the same. QuadCap’s advisors can also work in liaison with the tax department on its clients’ behalf. The firm provides in-depth analysis and counsel on employee benefits and legacy planning.

Keeping clients well-informed and in the loop is a fundamental wealth management service delivery principle QuadCap professes.

“We believe the best type of client is an educated one. It is our job to ensure that, as our clients, they have the knowledge and information necessary to make intelligent financial decisions. Over time, this helps us work with them to make investment decisions rationally, keeping aside the market’s emotions,” adds Lezar.

The inception of QuadCap stems from its founder David Blair's vision to render independent, custom, and hidden fee-free financial planning services. Aided by the instrumental role of executives like Cortnie Rodriguez in building the company and upholding its value, QuadCap, today, is highly sought after for its proactive service delivery and client relationships.

Thoroughly understanding and appreciating clients’ efforts in building assets, QuadCap emphasizes open communication to sync wealth management and financial planning with long-term goals. QuadCap continues to script comprehensive wealth management success stories while pillaring its service delivery on the preservation of capital, long-term financial planning, and educating clients on riskreward relationships.