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INDEPENDENT
Fee-only, owner operated registered investment advisory firm.
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FLEXIBLE
Custom investment strategy based on clients' unique objectives.
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ALIGNED
Investing our own capital alongside families who share the same tax obstacles as ours.
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TRANSPARENT
All investments are accessible via the web and mobile devices.
Expertise in Tax-Aware Wealth Management
QFS was established to revolutionize taxable investing for wealthy families. Managing familial wealth demands a distinct approach from tax-exempt entities, requiring advanced strategies that are not readily available. Our strategic partnerships grant us access to expertise in areas such as wealth preservation, multi-generational wealth transfer, tax efficiency, and risk management tailored specifically to high-net-worth families.
We provide custom solutions to those with the following:
- Upcoming sale of real estate or a private business
- Concentrated, low-basis stock portfolio
- High-income earners in top tax brackets
Keep More of What You’ve Earned
Taxes quietly erode your wealth at every stage; from your paycheck to your investments to your estate. But it doesn't have to be that way.
The Taxable Investor’s Guide reveals clear, actionable strategies to reduce your tax burden and protect your financial future. Whether you're planning a business exit, investing for growth, or preparing your estate, this guide will help you keep more of what's yours.