Private Wealth Managers

Doug’s two focus areas have been sophisticated corporate life insurance solutions, and Family Coaching. It only makes sense that when life insurance enhances a family’s net wealth that the adult children who will inherit this wealth are correctly brought into the discussion in a comprehensive estate plan.

From a client perspective, Vern takes the time that is necessary to come to a deep understanding of his client’s current situation, needs, and future goals. He then leverages the knowledge of the other professionals at Quadrant Private Wealth which include portfolio managers, accountants, lawyers, wealth planners, and investment professionals, to gain a true grasp of the client’s situation.

Scott is a firm believer in total and trusted wealth management. While market performance is certainly a key metric, true wealth management – both growth and preservation – encompasses so much more. It is this belief that lead Scott to join Quadrant Private Wealth, recognizing the immense value the firm brings to their clients in meeting the entirety of their wealth management needs.  This holistic and highly comprehensive level of planning is well recognized by clients and their advisory professionals in the legal and accounting fields, looking for differentiated value.

Paul provides a confidential, supportive space where experienced professionals and executives, who are transitioning in their career or looking beyond, are heard and understood. These trusting and transformative conversations help them gain clarity and confidence in their financial well-being.