Financial Planning Redefined
At Quantum Wealth Strategies, we envision the client experience begins with our commitment to you.
Our Commitment To You
We will help you gather the documents necessary to present you with a clear explanation of your financial position. Our secure client portal will streamline your access to all the financial documents necessary to make important financial decisions.
We begin by first listening to truly understand the short and long-term financial goals most significant to you. We craft a plan that prioritizes your financial commitments and outlines the actionable steps and regular review essential to achieve your goals.
When faced with key financial decisions, consultation sessions are available to carefully evaluate your needs and explore all options available, to help you avoid emotionally driven decisions. We provide expertise and fact-based information to assist you in selecting choices that are in your financial best interest.
We are dedicated to communicating with our clients in a transparent and clear manner. We want you to feel comfortable asking questions and be confident in your financial decisions.
Simply put, you come first.
The Importance of Working with a Fiduciary Advisor
A fiduciary advisor is both legally and ethically bound to act in your best interest, putting that interest before their own. One of the core values of a fiduciary managing a client’s assets is preserving good faith and trust. To this end, a fiduciary uses their extensive training, background, and expertise to ensure their clients’ financial success.
A fiduciary advisor will:
- put their client’s interests before their own
- leave no relevant facts hidden
- avoid or disclose potential conflicts of interest
- provide accurate and thorough advice
- avoid using client assets for personal benefit
Working With You
Retirement Planning & Cash Flow Analysis
Women in Transition
Financial planning for widows and divorce
Tax & Estate Planning
Meet Angela Zangarola
As an empathetic listener and educator, I am passionate about providing transparent financial guidance that inspires you to feel confident and in control throughout every stage of your individual life journey.
Understanding that life-changing events often present challenges and unique questions, my financial guidance provides clarity to help you navigate difficult transitions. My financial solutions are always tailored to your needs and objectives, considering not just money and investments but also your core values, aspirations, history, and concerns.
To learn more about her financial planning services and commitment to provide an exceptional client experience, click the link below.
How we are paid. What Will this cost me?
Customized Fees & Services
Quantum Wealth Strategies has customized their services and fees to meet you wherever you are in your journey to achieve financial success. We do not have any minimum account sizes and provide affordable financial advice based on your needs and goals. We believe that fee-based planning provides an ethical solution that focuses on you and preserving your best interest.
Complimentary Initial Consultation
We are proud to provide full transparency of our fee structure. Our investment management fees are based on a annual percentage of the total value of your assets we manage. These fees are deducted directly from your investment account either on a quarterly or monthly basis.
Hourly or Project Based Fees
Our hourly consulting fees are $150/hr.
Financial Plans starting at $650
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