BIG NEWS: We’re excited to announce that QFS is becoming part of…

(Color) (Animal/Rock/Stone) Wealth Partners.

This is, of course, entirely in the best interest of our clients (and has nothing to do with the 8-figure check I received).

Going forward, clients will no longer have to suffer through the boutique experience of actually knowing their advisor.

Instead, you’ll be part of a beautifully optimized national platform where you can finally become a number inside a much larger number inside a private equity spreadsheet.

We now have accountants, attorneys, and investment specialists all under one roof (none of whom will coordinate on your actual financial plan).

I’ll still be around for occasional meetings, as long as they don’t interfere with my golf schedule. (Per my earn-out agreement, I am legally required to appear enthusiastic for 24–36 months.)

More than anything, I’m grateful to finally update my LinkedIn headline to:

“Exited Founder”

Please direct all future questions to our centralized service portal.