Why Not Give Your Wealth a Second Look?

We are a full service Wealth Management Firm  We provide customized Financial Planning, Investment Management, Life Insurance, 401k Plans and Defined Benefit Plans. We specialize in Tax Planning to help reduce State & Federal Taxes.

Working With a Registered Investment Advisor

Registered Investment Advisors do not work for commissions on stock trades or Mutual Funds. We always place your financial needs first

Business Owner Tax Savings with Customized Pension and 401k Plans

Our QCI Owners Plus Plan is a defined benefit pension plan designed to save thousands in taxes each and every year

There’s a different way

Why Not Give Your Wealth a Second Look?

At Creative Planning, our fiduciary wealth managers work with in-house CPAs and attorneys to look at all elements of your financial picture to ensure your money is working as hard as it can for you, every day, year in and year out.

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Comprehensive Wealth Management

Your investments, taxes and estate plan — optimized to work harder, together.

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Tailored Investment Management

No standard portfolios; no set-it-and-forget-it allocations.

Why Quantum Capital Investments?

Revisit Your Financial Plan

At Quantum Capital Investments, we are fiduciary wealth managers and financial consultants that will study all elements of your financial picture including investments, tax planning, financial planning and estate planning

 

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