Purposeful Wealth Management

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.

I

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 Heerwagen

Administrative Assistant

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