About us
At Quantis Wealth Management, we value the personal relationships with each of our clients and appreciate the trust they have put in our team. We recognize that our clients are planning for their future and have immediate needs with their particular life circumstances. Our commitment to consistent and on-going discussion allows us to guide our clients and help them make smart financial choices with their money to achieve the goals they set. This communication strictly intended for individuals residing in the states of AZ,CA,DC,FL,HI,IL,MD,MN,NC,NJ,NM,NY,OH,OR,PA,RI,TN,TX,VA,WA,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please see our Terms of Service here: www.commonwealth.com/termsofuse.html Securities and advisory services offered through Commonwealth Financial Network®. Member www.FINRA.org, www.SIPC.org, a Registered Investment Advisor. Quantis Wealth Management, 8000 Towers Crescent Drive, Suite 1250, Vienna, Virginia 22182 (703) 462-9618
- Website
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http://www.quantiswm.com
External link for Quantis Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Vienna, Virginia
- Type
- Public Company
- Specialties
- Wealth Management, FIduciaries, Investment Management, Retirement Planning, Estate Planning, and Tax Preparation
Locations
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Primary
8000 Towers Crescent Drive
Suite 1250
Vienna, Virginia 22182, US
Employees at Quantis Wealth Management
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Jonathan A. Jagolinzer, CFP®,CRPC®
Wealth Advisor at Quantis Wealth Management
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Richard B Gurz, CFP®, CIMA®,CPWA®, AIF®,
Founder & Managing Principal, Quantis Wealth Management
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Patrick Martin
Wealth Management & Tax Analyst
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Anita Zhu, CFA
Financial Advisor at Quantis Wealth Management