Wealth Management & Investment Advisory Services
Experience a Richer Way to Wealth
A Family Office for All” — Barron’s
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
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
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.
Comprehensive Wealth Management
Your investments, taxes and estate plan — optimized to work harder, together.
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
Latest Articles & Videos
The 2013 Economy & the Automatic Millionaire Financial Plan #3
Chief Portfolio Strategist The 2013 Economy & the Automatic Millionaire Financial Plan Article By Joshua E. Betancourt – Portfolio Manager/Financial Planner Quantum Capital Investments What
The 2013 Economy & the Automatic Millionaire Financial Plan
Chief Portfolio Strategist The 2013 Economy & the Automatic Millionaire Financial Plan Article By Joshua E. Betancourt – Portfolio Manager/Financial Planner Quantum Capital Investments What
Market Recap December 2012 & Early January 2013
It was a close call but congress reacted by kicking the can down the road a couple of months……something they do best. That was enough
Fiscal Cliff In Plain English !
Article by Tim Parker, Repost by John Henek Alright folks, Here is an article that will clarify what the Fiscal Cliff is and how it
Focus on Fees: How Much are You Really Paying Your Managers?
By: John Henek, VP Investments john@quantumcapitalinvestments.com As we sit in our offices today, the market has rallied hard due to “Helicopter Ben” Bernanke’s pledge to
Stock Market Implodes….Hows Your Mutual Fund Doing?
While reading, hearing, and analyzing all the dismal economic reports, especially Spain’s eventual default on its debt, we sat here in the Quantum Capital trading