Quantis

Quantis Wealth Management, LLC is an independent wealth management firm dedicated to providing unbiased, objective financial advice to our clients. We are based in Tysons Corner, Virginia, Washington DC, and Glenn Dale, Maryland. Our team of experienced financial professionals is committed to helping our clients achieve their financial goals through comprehensive wealth management strategies.

Who We Are

We are fiduciary asset managers, which means we are legally and ethically bound to act in the best interests of our clients. We are not tied to any particular vendor or product, and our clients have access to a virtually limitless array of choices. With our fully transparent fee structure, they can rest easy in the knowledge that the advice we offer is objective and aligned with their best interests.

Our Philosophy

At Quantis Wealth Management, we believe that wealth accumulation and wealth preservation are about more than just investments. It's about what money means to you. Whether it means more family time, peace of mind, independence, or creating a lasting legacy, our service model and combined tax, investment, and financial planning process are designed to accomplish what matters most in your life.

Our RIA-Broker/Dealer - CFN Research Team

Our firm is registered as an investment advisor, allowing us to provide fee-based investment management and financial planning services. Additionally, we are also registered as a broker/dealer, allowing us to provide transaction-based investment services, such as buying and selling securities for our clients. We have a dedicated research team, CFN Research, that helps us make informed decisions about the investments we recommend to our clients.

Our Services

We offer a wide range of services to help our clients achieve their financial goals. These services include:

• Comprehensive financial planning
• Investment management
• Retirement planning
• Tax planning
• Charitable planning
• Estate planning

Quantis Tax Services

In addition to our wealth management services, we also offer tax preparation and planning services. Our tax services are designed to help our clients minimize their tax liability and maximize their after-tax wealth. We have a team of experienced tax professionals who are dedicated to providing our clients with the best possible tax advice.

New Clients Overview

We understand that choosing a financial advisor is a big decision. That's why we offer a complimentary, no-obligation first meeting to new clients. During this meeting, we'll get to know you and your financial goals. We'll also explain our service model and how we can help you achieve your financial objectives.

First Meeting

At the first meeting, we'll gather information about your current financial situation, including your income, expenses, assets, and liabilities. We'll also discuss your financial goals, both short-term and long-term. Based on this information, we'll develop a customized financial plan that's tailored to your unique needs.

Planning Process

Our financial planning process is ongoing and evolves as your life and financial situation change. We'll meet with you regularly to review your progress and make any necessary adjustments to your plan. We'll also provide you with regular updates on the performance of your investments and the current market conditions.

Resources

We believe that education and knowledge are key to making informed financial decisions. That's why we provide our clients with a variety of resources, including:

• Market updates
• Weekly market updates
• Calculators
• Featured videos
• Articles

Market Update

We provide our clients with regular market updates to keep them informed about current market conditions. Our updates include information about the economy, the stock market, and other factors that may impact their investments.

Weekly Market Update

In addition to our regular market updates, we also provide a weekly market update. This update includes a summary of the week's market activity and our outlook for the week ahead.

Calculators

We provide our clients with a variety of calculators to help them make informed financial decisions. These calculators include:

• Retirement calculators
• College savings calculators
• Estate planning calculators
• Tax calculators

Featured Videos

We provide our clients with a variety of featured videos to help them understand financial concepts and strategies. Our videos cover topics such as:

• Investment strategies
• Retirement planning
• Tax planning
• Charitable giving

Article

We provide our clients with a variety of articles to help them stay informed about current financial topics. Our articles cover topics such as:

• Market trends
• Investment strategies
• Retirement planning
• Tax planning
• Charitable giving