Stories of Independence: How Quadrant Private Wealth is now able to grow

Submitted by Brian.Lavelle on January 23, 2019

[GRAPHIC] Stories of Independence 

[GRAPHIC] How Quadrant Private Wealth is now able to grow. 

I was unaware that there was so much to be gained in the eyes of clients and prospects with regards to going independent. Suddenly people were flocking to us who never had before.

I think many of our clients are entrepreneurs, or at least have the entrepreneurial spirit. And I think they, in general, very much appreciated the journey that we were on, knowing that it was for them, not for us.

Independence is the only way to be able to be sure you are doing the best that you can be for your clients in the long run.

It was surprising to me, again, how many people said, “What took you guys so long? Why didn’t you do this sooner?”


Information included during this video is intended to be an overview and is subject to change. Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success. Quadrant Private Wealth is not owned by or affiliated with Schwab, and its personnel are not employees or agents of Schwab. This video is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab does not supervise third-party firms and takes no responsibility to monitor the services they provide to you. Experiences expressed are no guarantee of future performance or success and may not be representative of your experience. Schwab does not provide legal, regulatory, or compliance advice. Consult professionals in these fields to address your specific circumstance. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

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