Stories of Independence: How Quadrant Private Wealth took control of its practice

Submitted by Marc.Jones on July 25, 2018

[GRAPHIC] Stories of Independence

[GRAPHIC] How Quadrant Private Wealth took control of its business

Independence means to me that I never have to do anything that isn’t core to my values of taking care of clients, growing the firm in the right direction for today's needs and tomorrow's. We can build a firm that is in the best interest of our clients.

Now we have the complete control to identify and put in place solutions for clients that we know are the right solutions for them.

When it comes to managerial decisions and the flavor of the relationship and the firm that we want to deliver to our clients, we are no longer beholden to a corporate party line.

We're no longer forced to spend time doing things that are beholden to somebody else's agenda.


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 of 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 advisor. Consult professionals in these fields to address your specific circumstance. Schwab Advisor ServicesTM 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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