Wealth Management

When it comes to financial planning, we believe our job is to listen, ask the appropriate questions, and then assemble the right team of experts to create and implement a realistic plan designed to get you where you want to go.


The Quest team includes seventeen CERTIFIED FINANCIAL PLANNER™ professionals with collectively over 150 years of experience, who have joined together to help our clients achieve financial success throughout the different phases of their lives.


Comprehensive Financial Planning includes
• Cash Flow Planning
• Goal Planning
• Investment Management
• Tax Planning
• Estate Planning
• Risk Management (Insurance)
• Life Events Planning
• Education Planning
• Retirement Planning

Cash Flow Planning

The start of any good financial plan is a thorough analysis of your cash flow. How much is coming in? How much is going out? Are there ways to reduce expenses in some areas (insurance, interest, taxes) or ways to increase income (a new job, different investments, reduced spending)? Problems and opportunities are quickly identified during this important step.

No matter what stage of life you are in, cash flow planning is the start of the right step for your financial future.



Goal Planning

Our financial planners listen to your goals before making any assumptions about what is best for you. After all, our clients are successful people. They are professionals, business owners, and corporate executives. They are young couples, retirees, widows and widowers. Some are single, others married, others divorced.

Our clients all are serious about their financial future. They come to us for professional, objective advice, and we provide it. But first we make sure we have their goals in mind.

Goal planning is a step many financial planners skip, but at Quest, we believe the process of identifying goals and developing targets to aim for are more important than simply calculating numbers on a balance sheet.



Investment Management

Our investment management strategy involves appropriate asset allocation and ongoing portfolio reviews.

Asset allocation is a personal process. It’s based on available resources, risk tolerance, and your goals. We work with our clients to choose investments that are best for their personal needs.

Portfolio reviews offer ongoing opportunities for monitoring investment performance and for client communication. Our doors and phone lines are always open to our clients. We encourage you to ask questions, offer suggestions, and keep us informed of important Life Events that may signal a need for an adjustment in investment strategy.

Quest Capital Management is a registered investment advisor company. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC



Tax Planning

The tax planning professionals at Quest understand how every aspect of your financial situation can impact your tax liability. The Quest team includes non-practicing CPAs as well as CERTIFIED FINANCIAL PLANNER™ professionals to see that your individual or business tax situation gets the attention it deserves.

For each stage of life there are different concerns. Life is a journey full of challenges and opportunities. The Quest process does not end with presentation of your plan. Changing tax laws and economic factors are always important considerations in implementing your financial plan.

Our clients look to us to help reduce their tax liability and the liabilities of their heirs. We consider tax planning to be a crucial part of any comprehensive financial plan.



Estate Planning

Knowing that the hard work you’ve done in your life can benefit others after you are gone is the ultimate satisfaction. Expert estate planning and directives for the distribution of your wealth can benefit your family and your community.

The estate planning process looks carefully at reducing the tax liability your heirs may incur and helps avoid costly and often unnecessary expenses.

Today a simple will may not be enough. Quest Capital Management professionals are experienced at helping to establish trusts and other legal and financial tools to see that your wishes are carried out in the most efficient manner.



Risk Management

When it comes to managing risk, we provide our clients with a plan to protect their lifestyle. A significant part of reducing risk is ensuring that families and businesses have adequate insurance to meet their needs.

Insurance can be used as protection against loss of income or as a tool for sheltering income. It can offer supplemental income during retirement, and it can be part of an effective asset protection strategy.

Risk management also comes into play with investment strategies. Time factors, life phases, and other issues are also analyzed against goals to see that clients’ risk tolerance issues are addressed.



Life Events Planning

Life doesn’t always turn out like we think it will, and when major events appear in our lives, they impact our finances as well.

At Quest, our expert financial planners know how important it is to plan for the events we can foresee – like buying a new or second home, or deciding one spouse will stay home with the children. We also help clients adjust to the life events that come up unexpectedly, like the death of a spouse, dissolution of a marriage, or serious health conditions.

Even economic factors can trigger life events, but with Quest as part of your team, we offer analysis, education, answers, and action plans that keep you and your financial health on track.



Education Planning

One of the greatest gifts a family can provide to their children is education. Whether you’re planning for college educations for your children, an advanced degree for yourself, or private school for your young children, seeing that your savings meet your needs is a major part of the Quest Plan for Life.

At Quest, we are well versed in the best investment options for education planning based on tax reduction, fund accumulation, and new tools.

As with all our investment planning, we provide ongoing monitoring and periodic reviews to help keep your investments on track for providing the greatest gift of all.



Retirement Planning

For many people, retirement planning is financial planning. At Quest, we work with our clients throughout all phases of their lives, but always with an eye toward their eventual retirement.

Success stories are our mission at Quest, and helping hard-working clients realize the fruits of their labors, whether early or later in life, is one of the biggest rewards we can hope to receive.

The multi-faceted options available to clients as they plan for retirement make it possible for us to tailor a program that’s just right for you.