As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.
Markham Hawkins
CRPC®
Markham Hawkins is a financial expert, serving as a Partner and Senior Wealth Advisor at Quotient Wealth Partners. As a registered Chartered Retirement Planning Counselor, Markham possesses over 13 years of invaluable experience garnered from major wirehouses. He is a trusted partner to his clients specializing in holistic financial planning, estate planning, risk management, retirement income, and tax planning. His specialization in investments further underscores his commitment to helping clients realize their financial futures.
Beyond his career, Markham holds a Bachelor of Arts in sociology, complemented by minors in Finance and Business, from the University of North Texas. His dedication extends to the field of sports development, where he serves as the head coach of the Littleton Scots Rugby Club, nurturing young athletes and fostering the sport's growth in the United States. When not in the financial world or on the rugby field, Markham indulges his passions for golfing, mountain biking, and globe-trotting adventures. Markham is a loving husband to Kristine and a devoted father to their two sons, Finn and Rory.
Jeff Severe
ChFC®
Jeffery Severe is an experienced professional in the field of wealth management, currently serving as Vice President and Senior Wealth Advisor at Quotient Wealth Partners. With a remarkable career spanning over 35 years in major wirehouses, Jeff is a Chartered Financial Consultant who is passionate about guiding clients towards financial independence and successful retirement planning. His expertise lies in retirement planning, estate planning, and investment management, and he takes pride in working with a diverse clientele to help them preserve and grow their wealth.
Jeff believes in the importance of deeply understanding his clients' unique financial goals to provide them with informed and tailored recommendations. He holds a Bachelor of Business Administration and Marketing from Colorado State University and, outside the office, enjoys pursuits such as camping, hiking, biking, and motorcycling. Jeffery is happily married to his wife Ellen for over 35 years, further exemplifying his commitment to long-term success and stability.
Andrew Wagner
CFP®
Andrew Wagner serves as Vice President, Senior Wealth Manager at Quotient Wealth Partners, where he leverages his expertise as a CERTIFIED FINANCIAL PLANNER™. With a primary focus on investment strategies, retirement forecasting, and income tax planning, Andrew is dedicated to helping clients achieve their financial goals. His holistic approach considers not only the financial aspects but also the psychological dimensions of life's critical decisions, which aims to help his clients with peace of mind while working towards their financial goals. With 12 years of experience in the industry, Andrew has experience working with major financial institutions as well as smaller firms, bringing a wealth of knowledge and experience from both environments.
In addition to being a CFP®, Andrew's qualifications also include an Executive Certification in Financial Planning from The Ohio State Fisher School of Business, complementing his Economics degree from DePauw University. Beyond the firm, he is an active participant in Running Rivers, reflecting his passion for conservation and the great outdoors. Andrew enjoys fly fishing, golfing, skiing, and travelling. Together with his wife Madeline, he lives in Denver with their rescue dog, Drake.
Joe Calhoun
CFP®
Joe Calhoun is a Senior Associate, Wealth Advisor at Quotient Wealth Partners, where he brings over seven years of extensive financial expertise to the firm. Joe's client-centric philosophy is the cornerstone of his approach, recognizing that each individual possesses their unique values and aspirations. Specializing in providing tailored guidance, he offers comprehensive advice spanning investment strategies, tax optimization, retirement income planning, and insurance analysis, all meticulously customized to meet his clients' specific needs.
Joe holds a CERTIFIED FINANCIAL PLANNER™ designation and earned his Bachelor of Science in Finance from Indiana University's Kelley School of Business. Beyond his professional achievements, Joe is a dedicated volunteer for Big Brothers Big Sisters and channels his passion for running to raise funds for St. Jude's Children Hospital, contributing to the fight against pediatric cancer. In his time outside of the office, he enjoys snowboarding, card games, and avidly follows Chicago's sports teams.
Garrett Guidotti
Financial Planner
Garrett Guidotti is a Senior Associate and Financial Planner at Quotient Wealth Partners, where he helps and empowers clients to reach their life goals through comprehensive financial guidance. With a career spanning four years in the financial industry, Garrett's expertise was honed as both an analyst and a financial planner, focusing on retirement planning and nurturing client relationships. His holistic approach encompasses family, financial, and personal needs to craft tailored strategies with the goal of short-term success and long-term financial security.
Outside of office hours, Garrett finds tranquility in casting lines while fishing off the Southern California coast. Additionally, he generously dedicates his time to community service, actively supporting and stepping onto the pitch for the Littleton Scots Rugby Club. The club provides invaluable assistance to less fortunate children by raising money during the holidays.
General Information |
Firm Start Year: | 2023 | |
Name of Custodial Firm: | Fidelity Investments |
States Licensed in: | All 50 States |
Work with the following types of clients: | Individual Investors, Businesses |
Advisory Services Provided: | Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning |
Services |
Investment Types: | Annuities, Insurance, Stocks, Bonds, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
Can meet clients in the following ways: | Phone, Our Offices, Video Conference, Your Home, Email |
Firm Information |
Firm's Number of Clients: | 2800 |
Firm's Number of Planning Clients: | 2800 |
Firm's Number of Managed Clients: | 2800 |
Assets Managed by Firm: | 3,000,000,000 |
Compensation and Fees |
Fee Structure: | Fee-Based |
Minimum Portfolio Size for New Managed Accounts: | $500,000 |
Compensation Methods: | Based on Assets, Flat Fee |
Disclosures |
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
Additional Detailed Disclosures |
Disclaimer |
Quotient Wealth Partners, LLC ("QWP") is an SEC registered investment adviser.
Registration as an investment adviser does not imply a certain level of skill or training.
The publication of QWP's web site on the internet should not be construed by any
consumer or prospective client as QWP's solicitation or attempt to affect transactions in
securities, or the rendering of personalized investment advice over the internet. This
communication contains certain statements that indicate future possibilities. These
statements are aspirational and QWP does not guarantee any success in the services it
provides. As such, there is no guarantee that any views and opinions expressed herein
will come to pass. Investing involves risk of loss including loss of principal. Past
investment performance is not a guarantee or predictor of future investment
performance. A copy of QWP's current written disclosure statement as set forth on Form ADV, discussing QWP's business operations, services, and fees is available from QWP upon written request or through the SEC's Investment Adviser Public Disclosure site at www.adviserinfo.sec.gov. QWP does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant. |