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.
Jared Davis
CFP®, MBA
Jared Davis is a financial professional and a Partner, Senior Wealth Advisor at Quotient Wealth Partners. With a strong commitment to helping clients realize their financial aspirations, Jared employs innovative planning and investment strategies with the goal of guiding them towards success. His expertise spans various facets of financial planning, including retirement planning, tax optimization, investment management, estate planning, legacy/estate planning, business planning, and business divestitures/liquidity events.
With seven years of prior experience at leading wirehouses, Jared brings a wealth of knowledge to his diverse clientele, which includes corporate employees, executives, and business owners. He holds a Bachelor of Arts degree from the University of Oklahoma and has earned an MBA with a focus on finance from Southern Methodist University. Beyond his professional pursuits, Jared is a passionate golfer and enjoys exploring the world with his wife, relishing moments at the lake, and showcasing his culinary talents in the kitchen.
James Warburton
CFP®
James E. Warburton III is a Partner and Senior Wealth Advisor at Quotient Wealth Partners. Through his experience and expertise, James empowers his clients to navigate their financial journey with confidence. The goal is for clients to feel confident that every decision aligns seamlessly with their short-term objectives and long-term aspirations. He offers expertise in retirement planning, estate planning, investment management, business strategy, and liquidity events.
Leveraging a decade of experience at major wirehouses, James has skillfully served a diverse clientele, from retirees seeking wealth preservation to corporate executives, employees, and business owners. Holding a Bachelor of Science in Personal Finance Planning from Texas Tech University, he blends academic rigor with real-world pragmatism. Beyond his professional endeavors, James finds joy in globe-trotting adventures with his beloved wife, Myriah. He is also passionate for fishing, hunting, quality time with family and friends, and the faithful companionship of his golden retriever, Louis.
Matt Davis
CFP®
Matt Davis is a Partner and Senior Wealth Advisor at Quotient Wealth Partners, where he specializes in crafting tailored financial strategies that align with his clients' unique aspirations and financial circumstances. With 12 years of experience gained at major wirehouses, Matt brings a wealth of expertise to the table. He holds a Bachelor of Science in Personal Financial Planning with a concentration in tax planning from Texas Tech University.
As a registered Certified Financial Planner, Matt excels in helping individuals navigate the intricate landscape of their finances. His commitment to client success extends to regular consultations, where he revisits their work situation, tax strategies, investment portfolio, insurance coverage, and estate planning, tracking that their financial plans remain aligned with their evolving needs. Beyond his professional accomplishments, Matt is a devoted family man, sharing his life with his wife Andrea and their three sons, ages 3, 1, and a newborn, in the vibrant Spring Branch area of Houston. Additionally, Matt's dedication to the field of financial planning is evident in his past involvement on the board of the Financial Planners Association's NexGen group.
Anthony Love
CFP®, CPA, PFS™
Anthony Love is a Managing Director and Senior Wealth Advisor at Quotient Wealth Partners (QWP), based in Houston, Texas. With expertise in Energy, Transportation, Professional Services, and Healthcare industries, Anthony's clientele typically seek his guidance soon after celebrating their 50th birthday. Drawing from a wealth of experience spanning over a decade, he navigates the intricacies of investments, tax planning, estate planning, and long-term strategies, meeting clients at their unique junctures on the path to retirement and beyond.
Anthony truly enjoys working with families, leveraging his decade-long tenure as a Vice President and analyst at leading wirehouses before joining QWP. He has an MBA in Finance from Houston Christian University and a Bachelor of Science in Accounting from the University of Tennessee Knoxville.
When he does have free time in his busy schedule, Anthony embarks on an annual pilgrimage to trek sections of the Appalachian Trail, reconnecting with his East Tennessee roots. Married to his cherished wife Pam since 2004, they are proud parents to their two children, Ramsey and Danny.
Megan Douat
CFP®
Megan is a CFP® and Vice President, Wealth Advisor at Quotient Wealth Partners. With a decade of experience garnered from her career at major wirehouses, as a fiduciary, Megan is dedicated to providing exceptional service to her clients. She meticulously identifies their unique financial needs, ensuring that services and products align with their goals and satisfaction. Megan's attention to detail extends to all aspects of her clients' financial lives, whether big or small. Regular meetings allow her to re-evaluate client situations, looking at employment or retirement plans, tax strategies, investment portfolios, insurance coverage, and estate documents.
Megan holds a Bachelor of Arts degree in interdisciplinary studies with a focus on business and sociology from the University of Missouri, Columbia. Beyond her financial expertise, Megan enjoys traveling with her husband Ryan and their Pomeranian, Ozzy. She has a passion for running, football, card games, and treasured moments spent with friends and family.
Kevin Wilson
CFP®
Kevin Wilson is a seasoned Wealth Advisor at Quotient Wealth Partners with over five years of experience. As a CERTIFIED FINANCIAL PLANNER™, he dedicates himself to crafting tailored financial solutions that align with his clients' short and long-term goals. His specialization in serving Houston's oil and gas professionals as well as those going through liquidation events underscores his expertise in devising customized financial planning strategies for people of various backgrounds.
Kevin's solid foundation in finance, a Bachelor of Administration degree from Oklahoma State University and his financial planning certification, equips him to provide expert advice and guidance. Beyond his professional pursuits, he finds joy in maintaining an active lifestyle through fitness and cherishing moments spent with loved ones, including his wife Katie and their beloved dog, Ruby.
Colin Faulk
Financial Planner
Colin is a seasoned financial analyst and planner with over four years of experience, currently excelling as a Senior Associate, Wealth Advisor at Quotient Wealth in Houston. His commitment to continuous professional growth is evident as he works towards obtaining his CFP® certification while already holding Series 63, 66 & 7 licenses. Colin's dedication revolves around fulfilling the financial needs of both his clients and the firm, helping to craft advisor recommendations that translate into tangible results.
Beyond his financial expertise, Colin is a devoted Houston sports enthusiast, proudly supporting the city's professional teams and a loyal alumnus of The University of Texas in Austin. When he's not immersed in the world of finance, you can find Colin by the serene shores of a lake or beach, relishing the great outdoors and aquatic adventures.
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. |