Quality Wealth Care, LLC

Overview

Quality Wealth Care, LLC is a small, independent registered investment adviser focused on individual and family clients. The firm combines fee-based portfolio management with hourly financial planning, and it offers educational seminars and pension consulting alongside one-on-one advice. Investment activity is concentrated in pooled public vehicles—primarily mutual funds—while the firm also uses third-party managers for selected alternative exposures in real estate, commodities and oil & gas. Quality Wealth Care does not identify as an ESG-focused manager and operates from a single office under individual ownership, which suggests a hands-on, relationship-driven practice rather than an institutional multi-state platform. The advisory mix—percentage-of-AUM billing plus hourly fees—indicates a dual emphasis on ongoing portfolio oversight and project-based planning work. Given the firm’s size and service set, client engagements are likely centered on retirement planning, income solutions and straightforward portfolio construction using mutual funds and insurance-wrapped products when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices