Quiet Wealth LLC
What Quiet Wealth Does
Quiet Wealth provides comprehensive financial planning and investment management services to successful LGBTQ professionals. Quiet Wealth helps these individuals design and implement plans to help them achieve their life goals.
Quiet Wealth provides two engagement options for new clients: (i) a one-time planning engagement for those with less complex planning needs; and (ii) continuous advisory and investment management services for clients with more complex planning challenges.
Typical Client Profile
Quiet Wealth typically works with professionals and business owners aged 40-65 who seek to implement financial plans to achieve their goals for their working years, retirement and legacy. In particular, we help these clients with financial challenges related to retirement planning, tax planning, family planning, and estate planning.
Most of Quiet Wealth’s clients have at least $200,000 in household income or $750,000 of investable assets across their brokerage and retirement accounts.
While Quiet Wealth focuses on serving the LGBTQ community, 1/3 of the firm’s clients do not identify themselves as part of the community. Quiet Wealth welcomes all professional households looking for comprehensive financial and investment advice.
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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