Orlando, FL

QTR Family Wealth Group

Primera Tower III
605 Crescent Executive Ct
Suite 104
Lake Mary, FL 32746

Primera Tower III 605 Crescent Executive Ct Suite 104 Lake Mary, FL 32746
(407) 745-0715

Choose to Make the Rest of Your Life the Best of Your Life

Bison Wealth’s QTR Team provides a holistic approach to managing your entire financial landscape. The team possesses a century of combined experience in helping clients navigate complex financial terrain, including finding exit strategies and establishing business valuations for business owners, establishing trusts and family foundations and managing portfolios of investments.

Quality is never an accident.
It's a result of purposeful effort.

We serve family wealth clients in an evolved, holistic way. We state so with the name of our team: QTR Family Wealth, which stands for “Quality Time Remaining,” a philosophy for living out one’s life in a way that maximizes financial health, but most importantly enhances personal fulfillment and wellbeing.

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Quality is never an accident.
It's a result of purposeful effort.

We serve family wealth clients in an evolved, holistic way. We state so with the name of our team: QTR Family Wealth, which stands for “Quality Time Remaining,” a philosophy for living out one’s life in a way that maximizes financial health, but most importantly enhances personal fulfillment and wellbeing.

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A Message From
Managing Director, Wes Hunter

They say change brings opportunity — to improve, to re-evaluate and to challenge the status quo. Change has brought our team many exciting opportunities over the years. Founded within Bank of America Investments in 2002, we experienced a complete transformation after the merger with Merrill Lynch in 2009. Now, the move to Bison Wealth is a positive change for our clients and our team; a shift in the paradigm that empowers us to take a more creative and results-oriented approach with our clients in an industry known to be slow to innovate.

We’re excited to launch Bison’s QTR Family Wealth Office — an independent practice, partnering with Fidelity Investments and Bison Wealth. We chose “Quality Time Remaining,” or QTR, as our name because time is a limited and precious resource. Both partners are aligned with our mission, governed by what is best for the client and can afford us enhanced capabilities, efficiencies and the latest in innovation to serve.

For our clients, this means you have options that are no longer tied to the internal bureaucracy and quotas within business units at big institutions. We can now serve you as a true fiduciary. Our vision is not short-term, stifled by managerial score cards or the next corporate earning cycle.

Life loves to throw curveballs, and having options is an important lifeline. If we don’t understand our best options when faced with challenges, we often won’t make the best decision. We’re here to give you the best options available, along with an wonderful client experience.

We open our doors and invite you to join the QTR client family.

Yours in Service,

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Wes Hunter, Managing Partner and Private Health Advisor
Little Known Fact:

The Bison, as seen in our logo, is an American icon known for its persistence and strength. It also stands for hope and good times to come. Like the American Bison, we foster the power in you to endure life’s tough terrain and accomplish many great things in your time here on earth.

About Bison: Founded by The Terry and Kim Pegula multi-billion-dollar Family Office, Bison has the patient capital to build and maintain infrastructure and provide resources to advisors seeking to grow their business through acquisition or monetize their business. Our advisors benefit from industry leading technology, investment solutions, compliance and client support — enabling them to deliver an exceptional level of service to their clients.

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"Particularly reassuring to us is the QTR team’s noteworthy experience and absolute integrity in all dealings. Their advice on financial planning issues has served us well, but what we’ve valued most is that Wes and the QTR team are like an extension of our family – helping us plan and manage our quality of life! I would absolutely recommend QTR to fellow executives, and entrepreneurs.”
Ben – Private Business and Family Client since 2013
“My husband and I decided to find a new advisor, as our investment portfolio was performing poorly and our advisor wasn’t responsive to us. We moved to Shawn Jiles and his team 17 years ago, and it’s been a great experience for us. He’s shown that he has our best interests at heart – even connecting my husband to the team’s client community to land a new job after an unexpected layoff. We trust him explicitly. He’s been instrumental to our overall quality of life.”
Jo Ann – Family Client since 2006
“At tax filing time, my CPA comments on what a great job Wes and the team have done. In just one phone call, they take care of my requests. Our grown children are now QTR clients as well.”
Fred – Multi-family Client since 2008
“After the unexpected loss of both my husband and my mother-in-law, I was suddenly alone with a somewhat complex financial situation to manage. Shawn and team answered my questions and patiently walked me through my financial investments -- making me feel secure during a sad and somewhat scary new chapter in my life. They are accessible and quick to respond to my requests and inquiries. I feel as though they are more than my wealth advisement team. I trust them wholeheartedly.”
Elyse – Family Client since 2022

Investment Advisory services are provided through Bison Wealth, LLC located at 3550 Lenox Road NE Suite 2550 Atlanta, GA 30326. More information about the firm and its fees can be found in its Form ADV Part 2, which is available upon request by calling 404-841-2224. Bison Wealth is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. QTR Family Wealth, LLC and Bison Wealth, LLC are not affiliated entities and do not offer tax or legal advice.

The opinions in the preceding commentary are as of the date of publication and are subject to change.  Information has been obtained from a third-party source we consider reliable, but we do not guarantee the facts cited are accurate or complete.  This material is not intended to be relied upon as a forecast or investment advice regarding a particular investment or the markets in general, nor is it intended to predict or depict performance of any investment.  We may execute transactions in securities that may not be consistent with the report’s conclusions. Investors should consult their investment advisor representative on the strategy best for them.  Past performance is no guarantee of future results.

 

Testimonials are given by clients. No compensation was provided in exchange for testimonials.