Quantum: A Legacy of Uncompromising Service

Since its founding, Quantum has embodied a signature approach to wealth management, leveraging our extensive expertise and resources to steadfastly focus on each individual, family and institution we serve. That legacy empowers us to provide quality investment insight and an uncommon level of customized service as we address our clients’ diverse and unique needs. We are proud of our strong heritage, but we prefer to raise the bar higher.

Our powerful partnership with Raymond James allows us to continue to provide the breadth and depth of sophisticated services that our distinguished clients demand and deserve, all with state-of-the-art information technology and multilayered account protection. We dedicate ourselves to a client-first approach, focusing on delivering dedicated and focused service and careful counsel. Consistently striving for perfection, our advisors specialize in traditional and alternative investment planning, asset and risk management, investment banking and wealth management. Espousing the highest standards of service and guidance, we take a consultative, thoughtful approach to creating a client experience far beyond the ordinary.