QUINCY WELLS ADVISORS, LLC

Overview

Quincy Wells Advisors, LLC is an independent registered investment adviser that operates as a capital allocator for both individuals/families and institutional clients. The firm combines advisory services—financial planning, portfolio management for individuals and small businesses, and selection of other advisers—with broker-dealer and insurance brokerage activities. That mix points to a hybrid model: discretionary portfolio work alongside client-directed accounts and third-party manager selection. Investment activity centers on liquid equity exposure delivered through exchange-traded instruments alongside allocations to third-party alternative managers. The firm is not an ESG-focused investor. Fee arrangements are flexible, covering percentage-of-AUM engagements as well as hourly and fixed-fee arrangements, which supports a range of client relationships from advisory retainers to managed accounts and consulting assignments. As a multi-state SEC-registered adviser (registered in 2020), Quincy Wells places emphasis on using external managers where specialized skill or access is required, consistent with its capital allocator role.

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Location & Offices