Quantis Wealth Management Email Format

Financial ServicesVirginia, United States11-50 Employees

Quantis Wealth Management is an independent wealth advisory firm based in McLean, Virginia. It serves retirees, families, and business owners by coordinating investment decisions with tax planning and long-term financial strategy as clients prepare for and navigate retirement. The firm operates under a fiduciary standard and aims to connect income, taxes, and portfolio decisions within a cohesive plan.

Its model integrates wealth management with in-house tax preparation to reduce friction and support ongoing decision-making over time. Tax services are provided by a separate entity, Quantis Tax Services, while advisory services are offered through Commonwealth Financial Network, reflecting an independent, structured setup within the financial services industry; the firm's service scope includes retirement planning, investment management, tax planning and preparation, retirement income and distribution planning, Roth conversion analysis, Social Security timing, cash flow planning, estate planning, and multi-generational planning.

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