QUALITY WEALTH MANAGEMENT

Overview

Quality Wealth Management is a one-person, sole-proprietor practice that operates primarily through broker-dealer and insurance channels. The firm provides financial planning and pension consulting and bills clients on an hourly or fixed-fee basis rather than managing client assets on a discretionary, fee-percentage platform. Its public profile classifies it as unclassified and indicates it is not a capital allocator and does not identify as an active ESG investor or a multistate adviser. The firm's business model combines registered representative activity and insurance brokerage with advisory work centered on planning and pension-engagements. That mix suggests the practice focuses on advice and product distribution (brokerage and insurance solutions) rather than operating as a traditional investment-manager RIA.

Assets & Accounts

Investments & Alternatives