You’ve built the best life possible for yourself and your family. Now, make sure your legacy and wealth can be passed on to the people and the causes that mean the most to you. Quotient Wealth Partners offers a full suite of estate planning and wealth transfer services, such as wills, power of attorney, and trusts. We also offer charitable gift strategies using tax-advantaged vehicles including donor-advised funds or private foundations, to help with the distribution of your wealth to nonprofit charities.
We look at several areas with you, including:
Wills and Living Wills
Durable Power of Attorney
Charitable Planning and Gifting
Medical Power of Attorney
Trust Planning
Tax-Efficient Legacy Planning
Ready take the proper steps to pass on your legacy?
Quotient Wealth Partners, LLC (“QWP”) is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The publication of QWP’s web site on the internet should not be construed by any consumer or prospective client as QWP’s solicitation or attempt to affect transactions in securities, or the rendering of personalized investment advice over the internet. This communication contains certain statements that indicate future possibilities. These statements are aspirational and QWP does not guarantee any success in the services it provides. As such, there is no guarantee that any views and opinions expressed herein will come to pass. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance.
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