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. 

  • 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

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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.”
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.

 

No compensation was provided in exchange for testimonials.