QTR Private Wealth Management Services and Approach

We now have an open architecture across all service lines. We cultivate valuable connections for you with a broad range of resources, so you always have options. Our hands are no longer tied to the corporate mandates that inhibited this approach. We’re breaking down barriers in the way traditional wealth management advisors do business. You will reap the benefit, firsthand.

Prioritized wealth management
Annual goal-based planning and portfolio review
Balance sheet and cash flow planning
Regular client updates
Convenient client account portal
Coordination with other advisors – CPA, Attorney, Insurance Carrier

“When Wes and Chad announced they were moving to a new firm, of course my husband and I did our due diligence before moving our funds over with them. That said, our confidence in them and their team is such that it really wasn’t a tough decision to make. From day one, Chad and Wes have made it a point to really get to know us as people – beyond the obvious things like understanding the business we own or the fact that we have children going to college. Over the years not only have they done a fantastic job with our investment portfolio, they’ve connected us with CPA’s, benefits administrators and bankers that have helped optimize the performance of our business and our family’s overall financial wellbeing.” – Kristi, Business and Family Client since 2016

Our Services

Investments

Bespoke Private Equity & Hedge Fund Strategies
Equity & Fixed Income Strategies
Concentrated Stock
Managed Accounts

Business Solutions

Pre-liquidity Preparation
Sale & Acquisition Guidance
Valuation & Operational Guidance
Cash Management
Financing
Retirement Solutions
Succession Planning Advice & Guidance

Financial Planning

Tailored Financial Planning
Tax Management

Retirement

Income Planning for Retirement Advice on Your Company Plan
Job Transition Planning

Cash Management

BillPay
Debit Cards
Checkbooks
Remote Check Deposit

Credit & Lending

Mortgages, Lines of Credit
HELOCs
Margin & Multiple Margin Lending
Non-Purpose Lending
Collateral Accounts

Trust & Estate

Trusts
Charitable Giving
Insurance
Philanthropic Giving

Insurance

Life Insurance
Disability
Long-Term Care

Institutional Retirement Plans

401(k)
403(b)
Profit Sharing
ESOP
NQDC
Cash Balance

Particularly reassuring to us is the QTR team’s proven expertise 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.

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.

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.

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.

QTR Family Wealth, LLC and Bison Wealth, LLC are not affiliated entities and do not offer tax or legal advice.