Our team, QuantumLake Wealth Advisors, provides solutions to help maximize and protect wealth.
With the resources of one of the largest banks in the world, a top-10 global investment bank, and premier wealth management firm, our purpose is to help our enterprise and private clients achieve their financial goals. For middle market enterprise clients, we provide solutions pertaining to investment banking (raise debt/equity capital, target acquisitions, business exit to private equity/strategic buyer/ESOP/management LBO/IPO, restructuring), retirement plans (defined contribution and benefit plans), insurance solutions (buy-sell agreements, key employee life insurance, executive bonus plans, deferred compensation), lending (equipment finance, lines of credits, commercial loans), and cash management.
For individual private clients, we provide strategies pertaining to planning, customized investments, tax, insurance, and lending.
The team collectively holds the Certified Exit Planning Advisor (CEPA®), CERTIFIED FINANCIAL PLANNER™, Certified Plan Fiduciary Advisor (CPFA®), Certified Investment Management Analyst (CIMA®), and Senior Portfolio Manager credentials.
