For families and individuals
Private Wealth
An independent wealth management firm dedicated to helping high-net-worth clients achieve a worry-free, no-compromise retirement and build a lasting legacy for the future.
Who we serve, and how
Our clients are successful corporate executives and accomplished business owners whose careers have afforded them great prosperity.
As we get to know you, we fit together the pieces of your financial picture into one cohesive plan, and we stay alongside you as it unfolds.
We specialize
in working closely with each client to understand the goals and values that drive their decisions.
We lead
by building a team of trusted advisers around you, CPAs, estate attorneys and insurance specialists, and by engaging the advisers you already have.
We serve
as your adviser: listening intently, advising objectively, and building strategies that align with your preferences for preserving and growing capital.
We focus
on tax efficiency, with advanced business and legal training behind our counsel.
Where every plan starts
The questions our clients bring us
Every answer starts with an in-depth conversation about your values, your goals and what truly matters in your life.
What do I need to live a dignified, no-compromise retirement once taxation and inflation are fully accounted for?
How do I build a lasting, tax-efficient legacy for my children and grandchildren, and for a charity or institution I care about?
As a senior executive, how do I preserve and make the most of wealth concentrated in my company's stock?
As a business owner, how do I turn the company into liquidity and exit tax-efficiently?
Once retired, how do I keep the monthly cash flow I have been used to throughout my working years?
Where the answers lead
Planning
Planning at Questar starts with an in-depth conversation about your values, your goals and what truly matters, and it covers both sides of the balance sheet: what you own, what you owe and what you want it all to do.
Your plan shows the complete picture in one place, including assets held elsewhere, and keeps your important documents in a secure vault. We build it with the advisers already around you, your CPA, estate attorney and insurance specialists, and bring in the ones you need. Then we stay alongside it, reviewing and adjusting as your circumstances change.
Portfolio management
Our founding partner and chief investment officer directs the investing for our clients. Clients speak directly with the person managing their portfolio.
From fixed income and equities to options, structured products and private strategies, each portfolio is tailored to the client’s risk parameters, timeline and long-term objectives. Because Questar is independent and works in an open architecture, we have access to a broad range of investment options, from major Wall Street firms to specialized boutiques.
Client assets are custodied at Charles Schwab.
Estate and legacy
A lasting legacy is designed, not left to chance.
We help you build tax-efficient structures for your children and grandchildren, and for the charities and institutions you care about, coordinated with your estate attorney and CPA so that every piece fits together.
For business owners this planning begins before the liquidity event, not after it: the sale of a company is the moment the estate plan, the charitable intent and the family’s long-range plan all need to be in place.
Start with a conversation about what matters to you.
Tell us what matters to you, and we will tell you how we would start.