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


It all begins with you

We focus on your business ventures with the confidence of trusted stewardship.


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

Chief Executive Officer
Co-Chief Investment Officer

Thomas Leidner

Co-Chief Investment Officer
Portfolio Manager

Lisa Heerwagen

Chief Operating Officer
Chief Compliance Officer


Client Service Analyst

Megan Rizzitello

Client Service Associate

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