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

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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.

A copy of QWP’s current written disclosure statement as set forth on Form ADV, discussing QWP’s business operations, services, and fees is available from QWP upon written request or through the SEC’s Investment Adviser Public Disclosure site at www.adviserinfo.sec.gov. QWP does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

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