Quadcap Wealth Management

At QuadCap Wealth Management, we provide a truly personal, proactive, and comprehensive financial planning service to individuals and families. With a true passion for our work, our goal is to build lifelong relationships with our exceptional level of service and quality of advice. Our team of dedicated professionals is committed to helping you navigate the complex world of financial planning and wealth management.

Our Vision

Our vision is to offer clarity in the financial planning world. We believe that financial planning should be a process that is clear, transparent, and tailored to each client's unique needs and goals. Our mission is to guide our clients in making informed decisions about their financial future, helping them to achieve their dreams and secure their financial well-being.

Our Services

We offer a wide range of services designed to meet the diverse needs of our clients. These include:

• Portfolio Management: Our mission is to direct clients in the implementation of a diversified long-term investment plan based on Modern Portfolio Theory and Strategic Asset Allocation. We believe that your investment portfolio should be structured based on your investment goals, your tolerance and comfort levels for risk, and how well it meets your current, unexpected, and retirement needs.

• Tax Planning and Preparation: Our tax planning starts on day one and is a continual process throughout the year. We help our clients understand the tax implications of their financial decisions and develop strategies to minimize their tax liabilities.

• Employee Benefits: We provide in-depth analysis and counsel on employee benefits. We help our clients track the timing and proactively track their calendar to provide them with their options as these issues come up throughout the year.

• Estate Planning: Estate Planning is an ongoing process, as life progresses and goals change, so should the plan. We help our clients create a comprehensive estate plan that reflects their wishes and ensures the smooth transfer of their assets to their loved ones.

• Legacy Planning: Establishing a legacy is a process in which you identify your personal definition of wealth and create a plan to preserve your most treasured assets in a deliberate manner. Legacy planning goes beyond estate planning and wills.

• Retirement Planning: Retirement planning is one of the most important events that you can plan for in your life. We are here to help you every step of the way.

Our Team

Our team of dedicated professionals is committed to providing exceptional service and quality advice to our clients. Our team includes experienced financial advisors, tax specialists, and investment analysts who are dedicated to helping you achieve your financial goals.

• David Blair, J.D. - President
• Natalie Lomas - Partner / Chief Operating Officer
• Mary Harris - Senior Wealth Advisor
• Connor Gross - Senior Investment Analyst
• Chaney Patton - Operations Coordinator
• Anne Robinson, J.D. - Tax Specialist
• Cortnie Lomas Rodriguez - Partner / Vice President
• Robert Knode, CFP - Partner / Senior Wealth Advisor
• Megan Lezar - Senior Wealth Advisor
• Colin Calderon - Financial Analyst
• Jennifer Blair - Operations Consultant
• Erina Bhattarai - Tax Associate
• Robert Alston - Partner / Chief Compliance Officer
• Monica Sipes, CFP, CIMA - Senior Wealth Advisor
• Timothy Foster - Wealth Advisor
• Tori Glass - Paraplanner
• Dustin Burns, CPA, CFP - Tax Manager

At QuadCap Wealth Management, we are dedicated to providing personalized financial planning and wealth management services to our clients. Our goal is to help you achieve your financial dreams and secure your financial future.