Quantis Wealth Management

Financial ServicesVirginia, United States11-50 Employees

At Quantis Wealth Management, we value the personal relationships we build with our clients and the trust they place in our team. We recognize that our clients are planning for their future while also navigating immediate needs shaped by their individual circumstances.

As an independent wealth advisory firm based in McLean, Virginia, we work with retirees, families, and business owners to coordinate investment decisions, tax planning, and long-term financial strategy while approaching and throughout retirement.

Our approach is centered on clarity. We focus on how income, taxes, and portfolio decisions interact, so planning is done as part of a cohesive strategy. 

We operate under a fiduciary standard. Our structure allows for ongoing coordination between wealth management and in-house tax preparation, with the goal of reducing friction and improving decision-making over time.

Our services include:
• Retirement Planning
• Investment Management
• Tax Planning & Preparation
• Retirement Income & Distribution Planning
• Roth Conversion Analysis
• Social Security Timing
• Cash Flow Planning
• Estate Planning
• Multi-Generational Planning

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Tax return preparation services offered through Quantis Tax Services are separate and unrelated to Commonwealth. Quantis Tax Services and Commonwealth are separate and unaffiliated entities. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the United States. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html.

Quantis Wealth Management, 7900 Westpark Dr. Suite T260, McLean, Virginia 22102 (703) 462-9643

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