QTR Family Wealth Establishes an Independent RIA Firm
QTR Family Wealth, a leading wealth management firm, has announced the launch of its independent Registered Investment Advisory (RIA) firm. This strategic move represents a significant step in their commitment to serving entrepreneurs, business owners, and multi-generational families with enhanced flexibility and independence.
Led by brothers Wes and Chad Hunter, QTR Family Wealth brings over 40 years of combined financial expertise. Their extensive background includes time at a major wirehouse and within the QTR framework under Bison Wealth. This new independent structure empowers the Hunter brothers to implement tailored strategies across various financial needs, including mergers and acquisitions, private market investments, and tax optimization.
Chad Hunter, who serves as CEO and Managing Partner, emphasizes that launching the RIA is a natural progression for them. "We have always been dedicated to understanding our clients' requirements. Now, with our own RIA, we can address their complex financial challenges without being constrained by the policies of a larger institution," he states.
QTR Family Wealth’s approach to client service is unique, focusing on a comprehensive analysis of balance sheets and cash flow, advising clients on approximately $1.8 billion in wealth management. Their team-oriented strategy stands apart from the traditional one-advisor model, ensuring that clients receive well-rounded guidance encompassing financial, intellectual, social, and human capital aspects.
According to Wes Hunter, Co-Founder and Partner, "The essence of QTR is about valuing time. We believe that true wealth is measured by how well you can spend your time on what matters most, hence our motto: Quality Time Remaining."
The firm’s founders have gained recognition within the financial advisory industry, consistently making it on prestigious lists such as the Forbes Best-In-State Wealth Advisors. This acknowledgment is a testament to QTR Family Wealth’s dedication to delivering effective long-term outcomes for clients undergoing significant financial transitions.
As QTR Family Wealth embarks on this new journey, its focus on innovative wealth management strategies aims to not only expand its client base but also to redefine the financial advisory landscape.
About QTR Family Wealth
Founded on principles that prioritize both financial acumen and personal values, QTR Family Wealth reimagines wealth advisory services. The organization believes that real wealth involves more than just financial assets; it encompasses aligning one's financial strategies with personal beliefs and goals. This philosophy ensures that clients are empowered to maximize their monetary resources while enjoying their lives to the fullest.
Clients interested in learning more about QTR Family Wealth can visit their official website for comprehensive information on their services.
Media Contact Information
For additional inquiries, please reach out to Madeleine Bumstead at QTR Family Wealth.
Frequently Asked Questions
What is the main objective of QTR Family Wealth's new RIA?
The primary aim is to provide independent financial advisory services that prioritize the unique needs of entrepreneurs and families, allowing for greater flexibility and customized strategies.
Who are the founders of QTR Family Wealth?
Wes and Chad Hunter are the brothers behind QTR Family Wealth, bringing decades of industry experience to their newly established RIA.
What types of services does QTR Family Wealth offer?
QTR Family Wealth offers a range of services including mergers and acquisitions planning, private market investments, and tax optimization strategies.
How does QTR Family Wealth differ from traditional advisory firms?
QTR Family Wealth takes a team-based approach, focusing on a holistic view of wealth that includes financial, intellectual, social, and human capital, moving away from the typical single-advisor model.
Why is the concept of 'Quality Time Remaining' significant?
This concept highlights their belief that true wealth is reflected in how one spends their time, reinforcing their commitment to helping clients live meaningful lives beyond financial wealth.
