Paul Francis's Contact Details

Paul Francis's Company Details

Quadrant Private Wealth

Bethlehem, PA, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Quadrant Private Wealth is an independent, boutique wealth management firm, owned by its partners and built especially for our clients.Quadrant offers a complete spectrum of investment strategies geared towards preserving and growing wealth. We strive to protect our clients from what can go wrong by focusing on managing risk. Our private wealth advisors consider a broad range of investments that include traditional and non-traditional asset classes. We'll evaluate your individual circumstances, risk tolerance, goals, and future aspirations to create a sophisticated investment plan that fits your needs. Quadrant's private wealth advisors will help you determine the best solutions with regard to estate planning, wealth transfer, and business succession planning.Our open platform gives us the agility to select mutual funds, ETFs, separately managed accounts, individual tax-exempt municipal bonds, options strategies, structured notes, insurance strategies, and alternative investments including hedge funds and private equity. Our criteria when selecting an investment is performance against peer groups, tax-efficiency, returns, and fit within the overall portfolio. Every investment in your portfolio has a methodic purpose for being there.We believe that all wealth management advice should be acutely centered on the independent needs of each client and their long-term goals. Our practice works to deliver innovative wealth strategies that manage risk and help you to achieve your objectives. We live by the principles of quality, integrity and credibility and are committed to being candid toward everyone we work with, always putting the client's needs above all else. We spend a great deal of time and energy to make sure you understand how much—or how little—risk you need to take to accomplish your goals. We want you to understand what we are doing and why we are doing it.