Business Details
Your Trusted Partner for Financial Planning Solutions
At Quantis Wealth Management Wealth Management, our mission is to empower retirees through independent, objective financial advice and comprehensive tax services. We prioritize client needs, guiding them through their financial journeys with integrity, transparency, and accumulated knowledge. Our team specializes in retirement planning, investment management, and tax-efficient strategies, catering to individuals with assets over $2 million. We believe tax strategies should be integral to wealth management, offering a consolidated approach that simplifies financial planning. With a focus on personalized service, we help clients navigate retirement transitions, optimize income streams, and preserve wealth for future generations.Our process combines detailed financial analysis, scenario planning, and ongoing portfolio management to create resilient strategies. We are committed to continuous education on legislative changes and market trends, ensuring our clients receive forward-thinking advice. Recognized as Forbes Best In State Wealth Advisors, our reputation is built on client-centric values and measurable outcomes.
Services
Retirement Planning
Investment Management
Tax Preparation
Estate Planning
Trust Services
Highlights and features
- We offer integrated tax and wealth management under one roof.
- Our team specializes in retirement planning for clients with $2M+ assets.
- We employ a systematic investment management process with active and passive strategies.
- Our planning-centric approach aligns financial strategies with personal goals.
- We provide ongoing portfolio monitoring and adaptive tax planning services.
Associations and certifications
- Forbes Best In State Wealth Advisors
Services
Retirement Planning
Our retirement planning services help clients achieve financial security through personalized strategies. We analyze retirement readiness, optimize tax-efficient withdrawals, and create reliable income streams. By evaluating risk capacity and investment horizons, we design portfolios that balance growth and preservation, ensuring long-term sustainability for clients nearing or in retirement.
Investment Management
We offer systematic investment management focused on diversification and risk reduction. Our process includes evaluating client objectives, crafting customized portfolios, and ongoing monitoring. We utilize active and passive strategies with mutual funds, ETFs, and alternative investments, ensuring alignment with individual risk tolerance and long-term financial goals while minimizing unnecessary fees.
Tax Preparation
Our tax services provide year-round planning and preparation for individuals, trusts, and businesses. We conduct proactive tax analysis, prepare federal and state returns, and implement strategies to reduce liabilities. Specializing in retirement income tax planning, we coordinate with wealth advisors to create integrated solutions that enhance overall financial efficiency.
Estate Planning
Estate planning services focus on maximizing asset value for beneficiaries. We review existing documents, coordinate with attorneys, and analyze trust strategies. Our team assists with beneficiary designations, estate administration, and tax-efficient gifting, ensuring client wishes are formalized through proper legal frameworks and trust management solutions.
Trust Services
Through partnerships with trust companies, we offer comprehensive trust management solutions. Services include trust tax return preparation, asset protection strategies, and coordination with legal advisors. Our approach helps clients preserve wealth, manage complex estates, and implement structured distributions that align with long-term financial objectives and family legacy goals.
People
Edward A. Ramsey
Principal
MBA, CFP, CPA with expertise in financial planning and retirement strategies. Leads Quantis Wealth Management Wealth Management's advisory services, focusing on integrated wealth solutions for high-net-worth clients.
Riley O'Neil
Quantis Tax Managing Partner
CPA overseeing tax services, specializing in complex tax planning and preparation. Coordinates with wealth advisors to deliver integrated solutions that optimize clients' financial efficiency and compliance.
Anita Zhu
Chief Investment Officer
CFA, CFP managing investment strategies with focus on portfolio construction and risk management. Brings extensive experience in asset allocation and market analysis to client portfolios.
Jonathan A. Jagolinzer
Wealth Advisor
CFP, CRPC, CPWA providing comprehensive financial planning. Specializes in retirement income strategies and wealth preservation techniques for pre-retirees and retirees.
Steven Rowen
Wealth Management Paraplanner
CFP supporting financial planning processes, including retirement projections and investment strategy implementation. Focuses on creating actionable plans that align with client goals and market realities.
Questions
What retirement planning services do you offer?
We provide retirement income modeling, tax-efficient withdrawal strategies, and portfolio management. Our process includes scenario analysis, risk assessment, and ongoing plan updates to ensure financial security.
Do you require clients to use your investment management services?
No. We offer standalone retirement planning services. Many clients later choose to add investment management due to our integrated approach and expertise.
How are your asset management fees structured?
Tiered fees: 1.25% on first $1M, 0.75% on next $2M, 0.5% on subsequent $2M, and 0.25% above $5M assets under management.
What tax services do you provide?
We offer preparation for individual, trust, and business returns, tax projections, and year-round planning. Services are priced separately but integrated with wealth management strategies.
Do you offer trust management services?
Yes, through partnerships with trust companies. We coordinate trust tax returns, estate planning, and asset management to help preserve and distribute wealth according to client wishes.
How do you protect client privacy?
We employ rigorous data protection protocols and secure technologies to safeguard all personal and financial information shared during our advisory relationship.
