QFS

INDEPENDENT
Fee-only, owner operated registered investment advisory firm.
FLEXIBLE
Custom investment strategy based on clients' unique objectives.
ALIGNED
Investing our own capital alongside families who share the same tax obstacles as ours.
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

CONTACT US
Get In Touch.
Get in touch to find out how we can assist with your financial needs.
CONTACT NOW
LATEST NEWS
Read Our Latest News Articles & Insights.
VISIT OUR BLOGS

"It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
–Robert Kiyosaki

Disclosure:

Quantitative Financial Strategies (“QFS”) is a registered investment advisor offering advisory services in the States of Colorado and California, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Quantitative Financial Strategies disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. QFS does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall QFS be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if QFS or a QFS authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Item added to your cart

An evolution in tax-aware Investing.

INDEPENDENT

FLEXIBLE

ALIGNED

TRANSPARENT

Expertise in Tax-Aware Wealth Management

CONTACT US

Get In Touch.

LATEST NEWS

Read Our Latest News Articles & Insights.

"It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."

Disclosure: