Teamwork that makes Your Dream Work

QTR team members are recognized for excellence within the financial services industry and are well-established professionals. Our wealth management team works closely with our client family members, setting a higher standard for client service.

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Wes Hunter CPRC®, QTR Managing Director

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Chad Hunter CFP® CIMA®, Director/Private Wealth Advisor

Team

"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. 

 

No compensation was provided or received for awards depicted on page. Shook Award timeframe 6/30/20 - 6/30/21. Forbes Award Methodology Shook Award Methodology