Organize

Your finances and investments

simplify

Your finances and investments

Optimize

Your finances and investments

As an independent wealth advisory firm,

Quorum Private Wealth provides objective advice and effective solutions for the myriad, complex financial challenges faced by busy, successful people. We work with multigenerational families, business owners and entrepreneurs, professionals and executives – and in each case we put you in the center.

As your advocate,

we act as your financial sounding board, collaborating with you and your other trusted advisors, on any topic – from investments and insurance to estate planning and taxes. We want to be your first call when a decision needs to be made that will have financial impact on your life.

Your Quorum

As part of your team – your Quorum – we’re committed to guiding you with comprehensive advice, planning and solutions that give you peace of mind and simplify your financial affairs. Your best interests are our only agenda.

who we are

Beyond all the financial planning and solutions we provide our clients, what we do is 'manufacture time.'

About us

how we work

We are an experienced and highly collaborative team, and every one of our clients gets to meet each team member.

Approach

team

We believe that the value we deliver to our clients is most evident in the personalized approach we bring to every relationship.

Team

Industry Recognition & Community Service

Our team have consistently received industry recognition for outstanding professional service in the Wealth Management Industry. In addition, we all share a commitment to be personally involved in supporting our communities through volunteer work and in advancing our industry through academic instruction.

Mike Barry

Mike Barry

Recognition
Forbes “Best-In-State” Wealth Advisor 2018, 2019, 2020, 2021

Community Service
Carondelet High School: Board of Trustees - Development Chair
Diablo Charitable Foundation: Co-Founder, Board Emeritus

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Kelly Milligan

Kelly Milligan

Recognition
Forbes “Best-In-State” Wealth Advisor 2018, 2019, 2020, 2021
Merrill Lynch Financial Advisor Advisory Council to Management 2015-2018; Chairman, 2017

Community Service
Scouting BSA: Assistant Scoutmaster
Lazarex Cancer Foundation: Finance Committee Member
Stanford Graduate School of Business and University of California Berkeley - Haas School of Business - UC Berkeley: Financial Literacy Workshop Lecturer

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Sue Mazzetti

Sue Mazzetti

Community Service
Financial Women of San Francisco: Board Member
Stanford Graduate School of Business and University of California Berkeley - Haas School of Business - UC Berkeley: Financial Literacy Workshop Lecturer
Various community and school-related volunteer positions

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Melissa Yue

Melissa Yue

Recognition
Forbes “Best-in-State Next-Generation Wealth Advisors” 2019
Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” 2017, 2018

Community Service
Merrill Lynch Financial Advisor Development Program - FADP Coach
Merrill Lynch Women's Exchange - Board Member

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Team

A collaborative team of professionals who bring the experience, credentials and genuine care to make a difference

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Approach

Our personalized approach to understanding the goals for your wealth and expectations for the future

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Services

A full suite of financial and investment solutions from best-in-class providers, tailored to your needs

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We welcome the opportunity to meet with you to learn about your financial situation and discuss how Quorum Private Wealth can organize, simplify and optimize your financial well-being.

1676 N California Boulevard, Suite 350
Walnut Creek, CA 94596

925.488.0000

contact us

For assistance, please contact Quorum directly at 925-488-0000