Our Services

Quantitative Wealth Management specializes in private wealth management as well as designing and implementing employee benefit plans including group health, dental, life and disability insurance for small, medium and large corporations. We have a complete array of qualified retirement plans including 401k, 403b and simple plans. We also offer investment planning and insurance services to individuals and as an additional benefit to all employer groups.

Financial Services

  • Variable * & Universal Life Insurance
  • Term Life Insurance
  • Estate Planning
  • Buy-Sell Agreements
  • Custom Retirement Plans *
  • Investment Planning *
  • Wrap Investment Accounts *
  • Individual Stock and Options Trading *
  • Investment Hedging Strategies *
  • REITS (Real Estate Investment Trusts) *
  • IRA and 401k Rollovers *
  • Tax Deferred Annuities *
  • Long Term Care Insurance
  • College Savings and Investment Programs *


 *Securities and investment advisory services offered through Voya Financial Advisors, Inc. , Member SIPC.
 

 

 

 Some of the services we offer:

Employee Benefits

  • Full Employee Benefit Package Design and Implementation
  • Complete enrollment services
  • Benefit Communication to your employees
  • Personal insurance and investment products to your employees
  • Group & Individual Disability
  • Pension, Profit-Sharing and 401 K Plans
  • Self Insured Plans
  • Employer Sponsored LTD
  • COBRA Administrative Products