We did the research and it shows that most wealth advisors are undeserving their clients. It might be easier to keep the status quo … but someone you love will pay the price for your inertia.
Wondering
Why Questmont?
As a successful business owner, you deserve the best. Are you getting it?
Advisors Fail to Truly Serve Wealthy Investors
Source: CEG Insights “Play to Win | Growth Accelerator Report” 2023
Does it seem like everyone has their hand out and wealth managers are eager to claim a share of what you've worked so hard to build?
You can do better.
Our approach disrupts the industry norm by putting your values and what you care about most at the forefront of everything we do.
Keep VFO Services
We Stand Strong with Support
You can count on us as a resilient partner, by your side for what truly matters to you, going beyond just wealth. We care for your entire family (even ensuring your pet’s well-being after you’re gone).
We protect people, not just portfolios
Care Beyond Capital
We’re not going to take you for granted. We focus on the people and passions that define your life. From family to pets, we secure the future of everything you hold dear.
Stand Strong Together
Count on us for what truly matters to you, going beyond just wealth (especially from the circle of vultures). You should hire us because someone you love may pay the price if you don’t.
Unlock Rewards from a Life of Aggravations and Headaches
We attain excellence by bringing discipline and excellence in execution so that you and your family can enjoy a life well-lived and achieve an enduring legacy.
We are You
At Questmont, we understand the journey of building a business, selling a business, securing your future, and powering a legacy, because we have. You’ve trusted yourself your whole life. Now you can trust us too. We are you.
The Stakes Are High. It's Time to Invest 45 Minutes.
How often do your professionals work with the top specialists in the fields beyond their own expertise to deliver you the best solutions? Get more out of your business and wealth with our proven approach that encompasses investment, estate planning, philanthropy, risk management, and other life complexities. To get started, schedule a 45-minute exploratory call so we can learn more about you and your family.
Once we understand your needs, we’ll help you get started. It’s an easy first step with no commitment.
Schedule an Exploratory Call
