General Info

WealthQ2 is over two decades in the making (with passion), to create the optimal Financial Planning and Wealth Management advisory practice...for our clients! WealthQ2 is the culmination of true independent objective financial planning (dynamically and risk management focused), has the resources of traditional large wire-house wealth management capabilities, incorporates industry disrupting financial technology with math/probability analysis, and implements the industry game-changing field of study, Behavioral Finance/Economics.