Quest Trust Company

Inspira Financial was recently appointed successor custodian of Quest’s self-directed accounts, and we invite you to follow them. Inspira is a leading provider of health, wealth, retirement, and benefits solutions. Self-directed IRAs and alternative assets are a core part of their business, providing people with ways to invest beyond traditional stocks and bonds — and contributing to a diversified investment strategy. Inspira will continue to provide the high-quality service our clients have come to expect while broadening their access to financial wellness solutions. Follow Inspira to stay connected and learn more about what they do: https://lnkd.in/ehUexbN8

At Quest, we spent the last 20 years working to improve financial outcomes by making self-directed IRAs available to everyone. It’s with this mission in mind that we chose @InspiraFinancial as the successor custodian for our self-directed accounts. Inspira serves over 8 million accountholders, offering them a powerful suite of solutions and educational resources to support the entire health and wealth journey. Start your journey with Inspira by giving them a follow: https://lnkd.in/ehUexbN8

Have you followed @InspiraFinancial yet? As the successor custodian for Quest’s self-directed accounts, Inspira is also welcoming Quest clients to their suite of financial wellness solutions. Self-directed IRAs and alternative assets are a key part of Inspira’s business — giving their clients options to invest beyond traditional stocks and bonds. Follow Inspira to stay up to date on the world of SDIRAs, alternative assets, and more: https://lnkd.in/ehUexbN8

Have you followed @InspiraFinancial yet? As the successor custodian for Quest’s self-directed accounts, Inspira is also welcoming Quest clients to their suite of financial wellness solutions. Self-directed IRAs and alternative assets are a key part of Inspira’s business — giving their clients options to invest beyond traditional stocks and bonds. Follow Inspira to stay up to date on the world of SDIRAs, alternative assets, and more: https://lnkd.in/ehUexbN8

Quest Expo starts tomorrow! You don't want to miss our lineup of industry leaders covering the latest investment topics! Grab your tickets for 50% off: https://lnkd.in/gR97c96t Take a look at the schedule: https://lnkd.in/gByScksN

Please join our Partner Nima Farzaneh and Quest Trust Company for an informative session on the important issues you need to know regarding the Corporate Transparency Act and Beneficial Ownership. Registration link – https://lnkd.in/gDsJbfqA

Nectar is excited to sponsor Quest Trust Company's first quarterly social event of 2024 this week! Come join us in Dallas, Texas, on Tuesday, February 6th, from 6:00 PM to 9:00 PM for The Dynamic Duos Event. During the event, couples share advice on investing with their partner and openly discuss the pros and cons of working closely together as life and deal partners. We look forward to meeting new faces! For additional details and to secure your spot, please visit the website below.

New to investing your retirement funds with a self-directed IRA? We can help you get started. It’s easier than you think to take control of your retirement and invest in what you know best. Diversify your portfolio and invest your money into private assets with a self-directed IRA. Discover the possibilities of investing in alternative assets such as real estate, promissory notes, LLCs, oil and gas, and more. Join us for this SDIRA 101 class and learn about the many benefits of self-directed IRAs and how they can help you build wealth for the future and for today!?? ? What You Will Learn in This Class:? - How can I use my self-directed IRA to invest in real estate?? - What are the benefits of self-directed IRAs?? - Hear real case studies of different investments held in self-directed IRAs at Quest. - And much more! Zachary Wilson is an IRA Specialist at Quest Trust Company. Originally from New Orleans, Zach attended Louisiana State University and began his career as a Chemical Engineer. He soon realized that he wanted to take his life in a different direction and packed everything up and moved to Houston to pursue a degree in Finance at the University of Houston. Even then, the traditional route of a normal Finance major didn’t seem like the right fit. That’s when he found Quest. He started his career at Quest in 2017 on the internal auditing team. In this position, his team reviewed every investment that came through Quest, and through this, he learned in detail how investments are structured. After that, he joined the IRA Specialist team, allowing him to get a different perspective. Now not only does he know how most investments are structured at Quest, but he also understands the networking and business development that make those deals possible. Quest has had a profound impact on his life and the way he views his own personal investments, and he enjoys sharing that knowledge with others and giving them the tools to help reach their financial goals.

New to investing your retirement funds with a self-directed IRA? We can help you get started. It’s easier than you think to take control of your retirement and invest in what you know best. Diversify your portfolio and invest your money into private assets with a self-directed IRA. Discover the possibilities of investing in alternative assets such as real estate, promissory notes, LLCs, oil and gas, and more. Join us for this SDIRA 101 class and learn about the many benefits of self-directed IRAs and how they can help you build wealth for the future and for today!?? ? What You Will Learn in This Class:? - How can I use my self-directed IRA to invest in real estate?? - What are the benefits of self-directed IRAs?? - Hear real case studies of different investments held in self-directed IRAs at Quest. - And much more! Zachary Wilson is an IRA Specialist at Quest Trust Company. Originally from New Orleans, Zach attended Louisiana State University and began his career as a Chemical Engineer. He soon realized that he wanted to take his life in a different direction and packed everything up and moved to Houston to pursue a degree in Finance at the University of Houston. Even then, the traditional route of a normal Finance major didn’t seem like the right fit. That’s when he found Quest. He started his career at Quest in 2017 on the internal auditing team. In this position, his team reviewed every investment that came through Quest, and through this, he learned in detail how investments are structured. After that, he joined the IRA Specialist team, allowing him to get a different perspective. Now not only does he know how most investments are structured at Quest, but he also understands the networking and business development that make those deals possible. Quest has had a profound impact on his life and the way he views his own personal investments, and he enjoys sharing that knowledge with others and giving them the tools to help reach their financial goals.

Our Women Leading Real Estate events are some of the most inspiring ones we host each year. Cheers to all of our 2023 honorees! Here’s a look at our Houston event to close out the year! Stay tuned to Bisnow to nominate an outstanding woman you know in 2024! CORE Office Interiors | Colliers | Oler Relo Group | Residences At The Allen | WC Construction | Quest Trust Company | Houston CREMM | Houston Astros | PlainsCapital Bank | Frost