You’ve worked hard to get to where you are financially, but you are still working towards a more rewarding future. We believe that working with the right financial advisor can put you on track to achieving your goals. Whether you are busy building your own career, starting a business, or raising a family, chances are you don’t have the time to manage the increasing complexity of a successful financial life. That’s where we come in.
At MQS, we believe that not all skills can be done away with by technology. We believe in people and the power of relationships. Our Wealth Creators service offers a cohesive, flexible financial planning and investment solution to free up your time and energy so that you can focus on your work and family. We believe in leveraging technology to provide our clients with the smoothest experience possible and combining it with our human talent to maximize results.
How It Works
Our services offer flexible solutions that meet your individual needs.
We’ll work with you to gather all of the necessary information on your income, savings, and spending habits to draft a financial plan around your stated goals. By monitoring your spending and savings, we can help you get on track to achieve your goals, like buying a home, saving for college, and retirement.
Our advisors will work with you to establish your risk tolerance and develop the parameters for your investment portfolio which are documented in your personal investment policy statement. Your portfolio will be built from investments which have been vetted by our team of seasoned professionals. Your advisor will monitor your investments, rebalance your portfolio when needed, and recommend changes over time. Performance reports are distributed quarterly and include benchmarks to help you understand how your investments are performing.
We utilize technology to enhance your experience with us. To alleviate paperwork, we use electronic signatures to open and maintain accounts. Our client portal provides you with 24/7 access to your investments. Our financial planning tool, MQ Money enables you to link all of your financial accounts, so you can view your entire financial picture in one place. Lastly, while we love meeting with clients in person, videoconferencing is available for meeting with your advisor to better fit your schedule.
To learn more about these services please contact firstname.lastname@example.org.