Quaker Wealth Management
Quaker Wealth Management
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    • Home
    • About Us
      • Our Team
      • The Quaker Way
    • How We Can Help
      • Financial Planning
      • Investment Management
      • FamilyCFO
    • In the News
      • Blog
      • Media
    • Client Login
      • Accounts (Schwab)
      • Financial Plan (eMoney)
      • Performance (Envestnet)
    • Contact
  • Home
  • About Us
    • Our Team
    • The Quaker Way
  • How We Can Help
    • Financial Planning
    • Investment Management
    • FamilyCFO
  • In the News
    • Blog
    • Media
  • Client Login
    • Accounts (Schwab)
    • Financial Plan (eMoney)
    • Performance (Envestnet)
  • Contact

 For those who demand more than financial advice, Quaker Wealth Management offers FamilyCFO—a service reserved for a select few. This is not just wealth management; it’s a bespoke solution for managing every aspect of your financial life with precision, discretion, and care. 

What is FamilyCFO?

Imagine having a dedicated team that understands your financial goals and aligns with your values and lifestyle. FamilyCFO is our premier offering, designed for those with $5 million or more in investible assets who seek unparalleled care and expertise. 


 Key Features:

  • Proactive Tax Planning: Seamlessly integrated with your tax professionals to optimize efficiency.
  • Legacy and Estate Management: Ensuring your wealth’s impact lasts for generations.
  • Lifestyle Coordination: Strategies that support your personal and professional aspirations.
  • Exclusive Oversight: Every detail is managed with expertise, discretion, and precision.

Experience the peace of mind that comes with our exclusive FamilyCFO service. Let Quaker Wealth Management handle the complexities of your financial life. Contact us today to discover a new level of personalized wealth management. 

See if you're a fit

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