Workplace Solutions

EXPERT SOLUTIONS FOR EVERY EMPLOYEE AT EVERY CAREER PHASE

Our Workplace Financial Planning programs empower employees to help achieve financial security and peace of mind. For companies, this translates to higher employee productivity, engagement, and loyalty.

85% of adults feel stressed about their finances

89%¹ of employees in workplace wellness programs are happier

Financial Wellness programs improve productivity by 50%²

Executive Wealth Counseling

An innovative solution for executives and senior leaders to help optimize their compensation and benefits packages.

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Retirement Readiness

A workplace solution designed to assist employees nearing retirement. Our team helps them determine if they are financially, emotionally, and psychologically prepared for retirement.

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Financial Life Coaching

A comprehensive workplace solution that provides financial education and guidance, and helps employees enhance their Financial Quotient (FQ).

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¹ Becker’s Hospital Review. February 2016

² Bank of America institute report, 2022

LET’S DISCUSS HOW OUR WORKPLACE SOLUTIONS CAN HELP GIVE YOUR EMPLOYEES THEIR BEST LIVES

Quotient Wealth Partners, LLC (“QWP”) is an SEC-registered investment adviser. Registration does not imply a specific level of skill or training. QWP’s website is for informational purposes only and should not be viewed as a solicitation, transaction offer, personalized investment advice, nor tax or legal advice. Statements about future possibilities are aspirational and not guaranteed. Investing involves risks, including the loss of principal. Past performance does not predict future results.

For details on QWP’s services, business operations, and fees, refer to our Form ADV available upon request or through the SEC’s Investment Adviser Public Disclosure website. Information from unaffiliated third parties is provided for convenience only and may not be accurate or complete. For important disclaimer information click here.