Security matters: 3 ways we protect you every day
At Quorum Private Wealth, your security is not just a priority—it’s built into everything we do. As scams and fraud attempts continue to rise across the industry, we remain proactive in protecting you and your financial information. Here are three key ways we actively safeguard you: 1. Personalized oversight—because we know youOur team takes the […]
Four years in the books
Each year, we take a moment to celebrate our milestones—to help us appreciate what we’ve built so far and get excited about where we’re headed. This year, our update is a bit late. We’ve been so focused on how to serve our clients, whether that’s via better technology behind the scenes or adding clients in […]
Do independent wealth advisors have an edge on big firms?
Mike Barry explains what went into the founding partner’s decision to break away from the large Wall Street firm where they built their careers.
Four years in business: What we learned
Mike Barry reflects on four years of independence. He covers the decision to name the firm Quorum, the accolades of the past four years, and what’s next.
4 life insurance tips
At Quorum Private Wealth, we don’t sell life insurance, but we do help clients evaluate how their policies fit into their broader financial plans.
What drives our Quorum?
You want to work with a financial advisor you trust. Part of that is getting to know why we do what we do—how we came to be financial advisors.
Third year’s the charm: Quorum is three!
They say the third time’s the charm, and while we can’t say year three is better than years one or two, our third year in business has been charming indeed. After going bicoastal and adding to our Quorum in year two, we spent year three focusing on financial education and professional excellence so we […]
How Wall Street beat a recession: Quorum featured in The Hill
While it’s debatable just how much politics affect the stock market and economy, politicians care quite a bit about what happens with both. As we head into an election year, it makes sense that The Hill—a Washington, D.C. based publication that focuses on politics and policy—recently looked at How Wall Street Powered Through Recession Fears. […]
Tax planning at Quorum Private Wealth
Good tax planning often takes multiple people. That’s part of what makes our approach to tax planning at Quorum unique. Sue Mazzetti explains.
How to merge your finances when you remarry: Mike Barry shares tips with Barron’s
Remarrying and combining your family with someone else’s can be complicated. It’s normal for emotions to run high. Beyond adjusting to new family dynamics, blending two families together can create new financial and estate planning challenges. Quorum Managing partner Mike Barry spoke with Cheryl Winokur Munk at Barron’s about the right questions to ask when […]
