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.
Bruce F. Fitzsimmons
Senior Wealth Advisor
Bruce F. Fitzsimmons is a Partner and Senior Wealth Advisor at Quotient Wealth Partners, where he thrives on nurturing robust client relationships and guiding them towards the realization of their financial aspirations. With a keen blend of analytical prowess and a wealth of industry expertise, Bruce excels in interpreting the complexities of the financial landscape for his clients. His commitment to simplifying intricate financial matters extends to advising on multifaceted financial issues crucial for achieving long-term goals.
He specializes in cash flow analysis, pre-transaction planning, estate and tax planning, risk management, wealth transfer, and charitable planning. Possessing over 16 years of experience as a Vice President and Financial Advisor at a leading RIA, Bruce brings world-class expertise and knowledge to the firm. He holds a Bachelor of Science in Business Administration and is a devoted family man, cherishing moments on the ski slopes with his wife Susan and their two daughters, Emma and Julia.
Jamie Rich
CFP®
Jamie brings over a decade of wealth management expertise to his role as Vice President and Senior Wealth Advisor at Quotient Wealth Partners. His dedicated focus lies in creating tailored financial plans and customized investment strategies to help clients aspire to their financial goals and aid in securing their retirement. With a background in advertising from West Virginia University, where he also excelled in NCAA Division One soccer, Jamie blends his strategic thinking and discipline into his financial advisory practice. He also holds a certification in financial planning.
Beyond his professional career, Jamie is deeply involved in local charity initiatives as a trustee and board member. He also enjoys boating, globe-trotting, and cherished moments with his wife, Rebecca, and their three children - embodying a balanced approach to life and wealth management.
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. |