Managing the many aspects of your wealth can be complicated. The QP process covers the many facets of wealth management in an approachable way. We act as your family’s CFO – always serving with purpose, we strive to help you thrive.
Our Passion for Connecting with People
QP Wealth Management
Thoughtfully designed around you.
We are a multi-family financial services firm, offering comprehensive wealth management services with extensive knowledge of alternative investments. We build both confidence and wealth by connecting with great people like you.
Serving with Purpose
We strive to help you thrive.
STRIVE our passion for connecting with people.
THRIVE our passion for connecting with people builds both confidence and wealth.
Our Mission
We’re never satisfied until you are.
We are here for you, period. Nothing matters more than fueling your success.
Our Services
Tailored to fit your needs.
Everything we do is purposeful—to help you live your vision through wealth.
Our Services
Tailored to fit your needs.
Everything we do is purposeful – to help you live your vision through wealth.
Our Approach
It all begins with you.
We know that making the right financial moves impacts more than your money.
Who We Serve
Entrepreneurs
It all begins with you
We focus on your business ventures with the confidence of trusted stewardship.
Families
Generational Wealth Strategies
When your family joins our multi-family office, we’re here for you for the long haul.
Corporate Executives
Unique Challenges for the C-Suite
High net worth individuals need an integrated financial plan to handle the ins and outs of equity compensation planning and asset allocation in the most tax-efficient way.
Our team is your team
Our focused commitment, integrity, and expertise delivers results for you.
James Lloyd
Co-Founder
Chief Executive Officer
Co-Chief Investment Officer
Thomas Leidner
Co-Founder
Co-Chief Investment Officer
Portfolio Manager
Lisa Heerwagen
Co-Founder
Chief Operating Officer
Chief Compliance Officer
Whitney Struble
Director of Client Services
Megan Rizzitello
Administrative Assistant
Jackie Thompson
Client Service Associate