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Quantis Wealth Management Employee Directory

Financial ServicesVirginia, United States2-10 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.

Find Quantis Wealth Management employees' phone numbers or email addresses

Quantis Wealth Management Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

Quantis Wealth Management's Leadership

  • Chief Investment Officer at Quantis Wealth Management
    A. Z.
    Chief Investment Officer
    Mobile Phone
  • Founder And Principal at Quantis Wealth Management
    R. B. G.
    Founder And Principal
    Mobile Phone
  • Owner at Quantis Wealth Management
    R. G.
    Owner
    Mobile Phone
  • Tax Manager at Quantis Wealth Management
    B. Z.
    Tax Manager
    Mobile Phone
  • Principal at Quantis Wealth Management
    E. R.
    Principal
    Mobile Phone
  • Marketing Coordinator at Quantis Wealth Management
    C. G.
    Marketing Coordinator
    Mobile Phone
  • Analyst at Quantis Wealth Management
    A. Z.
    Analyst
    Mobile Phone
  • Wealth Advisor at Quantis Wealth Management
    C. S.
    Wealth Advisor
    Mobile Phone

Quantis Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Other

Contact profiles from Quantis Wealth Management

Name
Title
Contact
Location
Last Update
  • Chief Investment Officer at Quantis Wealth Management
    A. Z.
    Chief Investment Officer
    Mobile Phone
    United States, District of Columbia
    Jun 26, 2026
  • Founder And Principal at Quantis Wealth Management
    R. B. G.
    Founder And Principal
    Mobile Phone
    United States, Virginia
    Jun 26, 2026
  • Owner at Quantis Wealth Management
    R. G.
    Owner
    Mobile Phone
    United States
    Aug 12, 2024
  • Tax Manager at Quantis Wealth Management
    B. Z.
    Tax Manager
    Mobile Phone
    United States
    May 17, 2026
  • Principal at Quantis Wealth Management
    E. R.
    Principal
    Mobile Phone
    UNITED STATES
    Oct 23, 2024
  • Marketing Coordinator at Quantis Wealth Management
    C. G.
    Marketing Coordinator
    Mobile Phone
    United States, Virginia
    Oct 14, 2025
  • Analyst at Quantis Wealth Management
    A. Z.
    Analyst
    Mobile Phone
    UNITED STATES
    Apr 06, 2023
  • Wealth Advisor at Quantis Wealth Management
    C. S.
    Wealth Advisor
    Mobile Phone
    United States, Virginia
    Oct 23, 2024
  • Executive Assistant at Quantis Wealth Management
    M. S.
    Executive Assistant
    Mobile Phone
    United States, Virginia
    Oct 22, 2024
  • Wealth Management & Tax Analyst at Quantis Wealth Management
    P. M.
    Wealth Management & Tax Analyst
    Mobile Phone
    United States, Virginia
    Nov 18, 2025

Frequently Asked Questions

What is Quantis Wealth Management known for?

Minus sign iconPlus sign iconQuantis Wealth Management operates in the Financial Services industry. Explore Quantis Wealth Management's company overview page for more information.

What is Quantis Wealth Management's most common email format?

Minus sign iconPlus sign iconQuantis Wealth Management employees' email format typically follows the pattern of First@quantiswm.com. Trying to find reliable and up-to-date employee contact data? Find more Quantis Wealth Management email formats with LeadIQ.

How many employees does Quantis Wealth Management have currently?

Minus sign iconPlus sign iconQuantis Wealth Management has approximately 10 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Quantis Wealth Management's key employees and leadership?

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As of September 2026, Quantis Wealth Management's key employees include:

  • Chief Investment Officer: A. Z.
  • Founder And Principal: R. B. G.
  • Owner: R. G.
  • Tax Manager: B. Z.
  • Principal: E. R.

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