JJ
Managing Director & Head of Tax
LB
Vice President, Wealth Advisor
JR
Vice President, Senior Wealth Advisor
LJ
Vice President, Senior Wealth Advisor
KW
Vice President, Wealth Advisor
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Quotient Wealth Partners
Highly Engaged Employees
Highly Engaged EmployeesFinance · Texas, United States · 51-200 Employees
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Overview
Headquarters
5430 Lyndon B Johnson Fwy Ste 1150, Dall...Phone Number
(469) 912-2522Website
www.quotientwealth.comRevenue
$33.5 MillionIndustry
About Quotient Wealth Partners
Quotient Wealth Partners is an SEC-registered investment advisory firm that provides integrated wealth management services for individuals, families, executives, business owners, and retirees. The firm offers a broad range of financial solutions, including financial planning, investment management, tax strategy and preparation, retirement planning, insurance and risk management, estate planning, and family office services. It also delivers workplace-focused programs such as executive wealth counseling, retirement readiness, and financial wellness support. Quotient Wealth Partners serves clients through a personalized, long-term planning approach designed to align multiple areas of a clients financial life into a coordinated strategy. The firm operates across multiple U.S. office locations and focuses on helping high-net-worth and affluent clients manage, preserve, and optimize wealth over time.Explore more
Quotient Wealth Partners Org Chart
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Quotient Wealth Partners is an SEC-registered investment advisory firm that provides integrated wealth management services for individuals, families, executives, business owners, and retirees. The firm offers a broad range of financial solutions, including financial planning, investment management, tax strategy and preparation, retirement planning,... Read More
