What's new in Q?
Welcome back to our monthly newsletter! We're excited to keep you connected with Q Wealth Partners. Each month, we share exciting updates on our growth, give you a peek into the vibrant company culture that fuels our success, and provide invaluable industry insights to keep you ahead in the wealth management field. Let's dive into this edition!
Partnership Updates
We are excited to welcome Leipert Financial Group to the Q Wealth Partnership! Joining us with over 50 years of experience in the financial planning industry, the team is dedicated to providing enhanced solutions to help clients achieve their financial goals.
It's been officially one year since Bay West Group has joined the Q Wealth Partnership!?? Through this Partnership, Bay West Group has embraced a technology-driven approach that enhances their services and keeps them ahead in meeting client needs.
Celebrating 25 years of trust and partnership at Arca Financial Group ! ?? Congratulations on this incredible milestone. Catch the recap of their recent event below.
Congratulations to Kevin Hegedus, CFP?, CIM?, Founder of our partner firm, PWM Private Wealth Counsel, on becoming a Portfolio Manager with Q Wealth Partners!???
The Final Re-cap of the Canadian (Tiki) Lounge?? at Future Proof!
A huge thank you to everyone who attended and made it such a memorable event. Catch the final highlights in our recap video below. Visit our website for more highlights and stay tuned for major announcements coming for Future Proof 2025: https://bit.ly/3NSSplm
领英推荐
News from Q Wealth Staff & Partners
Get to know the team at Q Wealth! Meet Arjun Singh , our Administrator and CHRISTINE BATES , our Account Administrator.
AUM Update
What's Next?
In our future newsletters, you can expect to see Blogs & Articles to keep you in the know in the wealth management industry, along with Thought Leadership and Practice Management Tips from Q Wealth!
Chat with us!
As Q Wealth Partners continues to grow fast, we're excited about the future and the possibility of partnering with like-minded wealth advisors. If you enjoyed our newsletter and curious to explore what a partnership with Q Wealth Partners could look like for you, reach out to us! We are just one conversation away!
If you want to see more newsletters like this hit your inbox, subscribe to our mailing list below!