Q2 WEALTH MANAGEMENT

Overview

Q2 Wealth Management is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2025. The firm positions itself as a capital allocator for both individuals and institutional clients, offering a mix of portfolio management and financial planning alongside selection of third‑party advisers and client education programs. Its fee schedule is flexible, combining percentage‑of‑AUM fees with hourly and fixed‑fee engagements to accommodate planning projects and ongoing advisory relationships. Investment activity at Q2 shows a clear preference for equity exposure delivered primarily through exchange‑traded instruments, while the firm also sources external managers for alternative strategies. The advisory offering emphasizes discretionary portfolio management—most client assets are managed under discretionary authority—while the practice also supports non‑discretionary relationships and limited coach‑style engagements tied to planning and workshops. Q2 is not an active ESG investor and does not operate as a multi‑state adviser or pension consultant.

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Location & Offices