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Quantum Financial Advisors

We create individualized wealth strategies by combining expert collaborative guidance with innovative technology. We take pride in providing simple and elegant solutions to life's complex problems, thereby alleviating financial stress so that our clients spend more time doing what they love most.

Goldman Sachs Personal Financial Management

Goldman Sachs Personal Financial Management (GSPFM) was a division of Goldman Sachs that specialized in wealth management for high-net-worth individuals and small businesses. Based in Newport Beach, California, GSPFM operated as a fee-based investment advisory firm, providing tailored financial services to meet the unique needs of its clients. The firm...