QuantumLeap Wealth Management LLC
QuantumLeap Wealth Management is a comprehensive wealth management firm. Our primary services offered are investment management and retirement planning. Our total compensations are derived solely from client management fees and services rendered.
QuantumLeap Wealth Management is a comprehensive wealth management firm. Our primary services offered are investment management and retirement planning. Our total compensations are derived solely from client management fees and services rendered. We develop globally diversified portfolios for each of our clients using a combination of equities, low cost and tax-efficient index funds, mutual funds, and ETFs. The driving forces behind our investment strategy are discipline, tax-efficiency, competitive returns, diversification and protection of principle. Portfolios are managed to adapt to changing economic conditions, tax considerations, cash-flow needs and the client's personal situation. Investment execution only takes place after we have clearly defined a client's objectives and have placed them on a path to realize those goals.
Address: 205 North Fifth Street, Suite 110 St. Charles, MO 63301, USA
Phone: +1 636 866 1225
FAX:
