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This website is operated and maintained by WealthQuant Financial Services and Insurance Solutions. Use of the website is governed by its Terms Of Service and Privacy Policy.

WealthQuant Financial Services and Insurance Solutions provides strategic financial planning, tax-efficient wealth-building, and legacy structuring services. While we are

not a registered investment advisor (RIA) and do not provide securities investment advice, we operate with a fiduciary-level commitment to serving our clients' best interests.

Our focus is on educating and guiding clients through strategies that align with their financial goals, emphasizing risk management, tax efficiency, and long-term financial stability. We help clients navigate financial decisions, but we do not manage securities, trade investments, or provide specific stock, bond, or mutual fund recommendations. Clients should consult licensed investment professionals for securities-related decisions. Please refer to our Full Disclosure for additional details.

WealthQuant Financial Services and Insurance Solutions does not promise, guarantee, or imply any specific financial outcomes, investment returns, or tax benefits. The financial strategies we discuss are based on general principles and are not a substitute for personalized investment or tax advice. Individual results depend on personal effort, financial discipline, market conditions, and proper implementation of strategies. Past performance is not indicative of future results.

All financial strategies, including insurance-based solutions, involve some level of risk. While some products offer principal protection, tax advantages, or structured growth, no financial product is entirely risk-free. We encourage clients to fully understand the features and limitations of any financial product before implementation..

Any client testimonials, case studies, or financial illustrations presented on this website are for educational and illustrative purposes only. These examples reflect individual experiences and are not guarantees of future performance or financial success. Individual results vary based on effort, financial position, and market conditions.

This website may contain references to third-party services, financial tools, or professionals. WealthQuant Financial Services and Insurance Solutions does not control, endorse, or assume responsibility for third-party content. In some cases, we may refer clients to third-party service providers, including attorneys, tax specialists, TPAs, and investment professionals, as well as other professionals some of whom may have a business relationship or shared interest with us.

All content, materials, and intellectual property provided by WealthQuant Financial Services and Insurance Solutions are protected by copyright and applicable intellectual property laws. Unauthorized reproduction, distribution, or modification without prior written consent is strictly prohibited.

WealthQuant Financial Services and Insurance Solutions is not a registered investment advisory firm (RIA), broker-dealer, or tax advisory firm. While we uphold a fiduciary-level commitment to client interests, we do not provide investment management services or securities advice that would require Series 65 registration. Clients should consult licensed investment professionals regarding securities-related financial decisions.

For further information, please review our Full Disclosure, Terms of Service, and Privacy Policy before engaging with our services. If you have any questions, please contact us directly.