Quaker is a fee-based financial planning and investment management firm built upon three bedrock principles: Performance, Integrity, and Independence. As a fiduciary we must always put our clients first. We adhere to our client promise, which is helping families define success in words as well as numbers, simplifying the complexities of wealth, building deep, personal, and enduring relationships, and most importantly delivering peace of mind.
Selling a business requires careful planning. It starts with defining your goals and assembling an advisory team who are experienced with a variety of monetization strategies.
Selling a business requires careful planning. It starts with defining your goals and assembling an advisory team who are experienced with a variety of monetization strategies.
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Focused on both the big picture and careful execution, we establish a strategic plan, design specific solutions to support that plan and oversee strategy implementation. To create a truly integrated plan with clarity of purpose, we pay close attention to your family's values and goals, as well as financial, charitable, tax and estate planning considerations.
Quaker Wealth Management Disclosures
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Quaker Wealth Management, LLC ("QWM") is an investment advisor located in New Jersey. QWM and its representatives are in compliance with the current registration requirements of the United States Securities and Exchange Commission. QWM's website is limited to the dissemination of general information pertaining to its investment advisory services.
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