Quantis Wealth Management, LLC is a leading financial advisory firm based in Herndon, VA. With a team of experienced independent advisors, CFPs, CPAs, CFAs, and estate attorneys, they offer comprehensive financial planning, tax preparation, and investment management services. As fiduciary asset managers, they prioritize their clients' best interests and provide objective advice, free from any ties to specific vendors or products. Their service model is designed to help clients achieve their financial goals, whether it's wealth accumulation, wealth preservation, or creating a lasting legacy.
Quantis Wealth Management takes pride in their robust team and their commitment to providing personalized and transparent solutions. They offer a wide range of choices and have earned the Accredited Investment Fiduciary (AIF) designation, demonstrating their expertise in fiduciary practices. With a focus on organizing and clarifying clients' financial situations, they strive to deliver exceptional service and help clients navigate the complexities of their financial lives.
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