Four Quadrant Wealth Advisors, INC.

Four Quadrant Wealth Advisors offers customized financial planning and portfolio management services to individuals, families, and business entities such as medical and dental practices. The firm creates personalized investment portfolios based on each client's specific goals, risk tolerance, and time horizon, and monitors and rebalances those portfolios on an ongoing basis. Four Quadrant Wealth Advisors's financial planning services are structured in phases, ranging from broad-based individual plans to complex business transition planning and real estate project management. The firm also advises on a variety of investment vehicles, including stocks, bonds, exchange-traded funds, mutual funds, and money market funds. Clients grant Four Quadrant Wealth Advisors the authority to make trades on their behalf without prior approval for each individual transaction.