Virtual Investment Properties
Find the Virtual Investment Properties you want on this page or please view the following pages for more
Virtual Investment Properties.
Former JPMorgan Wealth Team Celebrates 2 Year Anniversary as Independent Firm
Austin, TX (PRWEB) September 4, 2009 -- Quartz Financial, an investment planning and wealth management firm celebrates its two year anniversary on September 4, 2009. Founded by long-time Austin wealth advisors, Shane Moore and David Rust, Quartz Financial has thrived in the most challenging economic environment in decades.
"We continue to focus on the holistic approach to managing wealth. Comprehensive financial planning, cost effective and tactical investment strategies, utilizing insurance solutions at appropriate levels, along with a conservative overall approach has been the key to our success and our clients' success over the past two years", said Moore. "Many of our newest clients left their last advisor because the advisor offered no plan and executed accordingly", added Moore. "Accessibility and consistent communication have also played an important role in our success" added Quartz Operations Manager, Lori Dumas. "We earn big points from our clients when they find out we each carry a blackberry and are reachable 7 days a week".
"While our anniversary is newsworthy, the most intriguing part of the story is the "timing" of our firm's birth. We certainly wouldn't have predicted some of the economic challenges that transpired over the past 24 months, but it proves that a commitment to a conservative philosophy, executed by experienced and dedicated advisors can prevail in any environment. Vince Lombardi as a first year coach once told his new Packers team that they would relentlessly chase perfection knowing that they wouldn't catch it, but in the process they would "catch excellence". That's exactly our philosophy, and we are very much enjoying the process", said Rust.
About Quartz Financial
Quartz Financial is a comprehensive financial services firm that provides coordinated financial planning, investment management, insurance, pre and post-retirement planning, and wealth management to individuals, families, and their businesses. Quartz also provides investment consulting, policy development, and manager selection services to family offices, foundations, endowments, and corporate retirement plans.
Quartz Financial was founded in 2007 on the belief that individual and institutional investors deserve experienced and objective financial guidance free from corporate agendas, provided in a clear, transparent, and cost-effective environment. As an independently owned and operated branch office of LPL Financial, Quartz Financial does not offer any proprietary products and has no business conflicts to impede its unbiased advice. The professionals of Quartz Financial share over 50 years of institutional investing and wealth management experience.
Quartz Financial is located in Austin, Texas at 7035 Bee Cave Rd., Suite 101. For additional information about Quartz Financial, visit www.quartzfinancial.com.
About LPL Financial
LPL Financial is one of the nation's leading financial services companies and largest independent broker/dealer (based on total revenues as reported in Financial Planning magazine, June 1996-2009). Headquartered in Boston, Charlotte, and San Diego, LPL Financial and its affiliates offer industry-leading technology, training, service, and unbiased research to 12,294 financial advisors, 780 financial institutions, and over 4,000 institutional clearing and technology subscribers. As of year-end 2008, LPL Financial had $233.9 billion in assets under management and revenues of $3.1 billion. LPL Financial and its approximately 2,450 employees serve financial advisors through Independent Advisor Services, supporting financial advisors at all career stages; Institution Services, focusing on the needs of advisors and program managers in banks and credit unions; and Custom Clearing Services, working with broker/dealers at leading financial services companies.
For additional information about LPL Financial, visit www.lpl.com.
Contact:
David Rust
Quartz Financial
512-243-6289
###
Comment on "Former JPMorgan Wealth Team Celebrates 2 Year Anniversary as Independent Firm"
