Quartz Financial

Quartz Financial is a client-focused wealth management firm based in Austin, Texas. As a smaller firm with four employees, Quartz Financial specializes in providing comprehensive financial services to individuals experiencing Sudden Wealth. They prioritize building long-term partnerships with a limited number of clients each year who require a high level of personalized attention. Quartz Financial offers independent financial advice, planning, and implementation to help individuals protect, preserve, and grow their wealth. Their investment minimum for new clients is $2 million. The firm caters to a diverse clientele, including Sudden Wealth Recipients, Business Owners, Entrepreneurs, Retirees, Medical & Legal Professionals, and Corporate Executives. What sets Quartz Financial apart is their commitment to acting as a private family office for their clients. They work closely with each individual to develop a tailored wealth plan that aligns with their financial, life, and legacy goals. This involves navigating various life events that often lead to significant wealth accumulation, such as business sales, inheritances, IPOs, athlete contracts, legal settlements, and more. Individuals interested in learning more about Quartz Financial's services can visit their website at quartzfinancial.com.