#United States #Orlando #QTR Family Wealth #RIA Firm #Wes and Chad Hunter

QTR Family Wealth's New Journey: The Launch of Their Independent RIA Firm

In an exciting development for the financial services sector, QTR Family Wealth has officially launched its independent Registered Investment Advisory (RIA) firm. Founded by brothers Wes and Chad Hunter, the company marks a significant step in their journey to provide customized financial solutions specifically designed for entrepreneurs and multi-generational families. Pioneering their vision allows the Hunters to enhance their commitment to innovative financial services, ensuring that their clients receive unparalleled support and expert guidance.

A Vision Rooted in Experience

With over four decades of combined experience in the financial management industry, Wes and Chad Hunter have cultivated a deep understanding of the intricacies involved in wealth management. Their journey began at a well-known wirehouse, followed by their tenure under Bison Wealth, which has set the stage for their independent venture. This robust background equipped the Hunter brothers with the institutional knowledge and entrepreneurial spirit necessary to start their own firm, allowing them the autonomy to create tailored strategies without dealing with legacy platform constraints.

A Client-Centric Approach

Chad Hunter, the firm's CEO and Managing Partner, emphasized that the decision to launch their own RIA is a natural progression for them. “We’ve always prioritized listening to our clients’ needs. Now, we have the independence to solve their most complex challenges without the limitations of a large institution,” he stated. This client-centric approach emphasizes their goal of extending beyond traditional wealth management to provide strategies that encompass various aspects of life and business.

QTR Family Wealth operates on a multi-dimensional framework for financial planning, concentrating on four key areas: financial capital, intellectual capital, social capital, and human capital. By adopting this diverse strategy, the firm aims to deliver personalized advice that reflects the unique needs and values of each client.

Transforming Wealth Management

The firm currently advises on approximately $1.8 billion in balance sheet wealth, underscoring its commitment to comprehensive wealth management. The decision to eschew the one-advisor model in favor of a team-based approach allows clients access to a broad array of expertise and insights, ensuring no stone goes unturned in pursuit of optimizing their financial outcomes.

Wes Hunter, Co-Founder and Partner, captures the essence of the QTR philosophy well: “True wealth is measured in time well spent. That’s the essence of QTR — your Quality Time Remaining.” This statement reinforces their commitment to helping clients align their financial strategies with their personal goals and aspirations.

Recognition and Industry Leadership

The firm has already earned significant accolades within the industry, making it onto the prestigious Forbes lists of Best-In-State Wealth Advisors in both 2019 and 2022. Achievements such as these signify the Hunters' dedication to delivering high-impact results for their clients, especially during pivotal moments like liquidity events, business transitions, and generational wealth transfers.

As they move forward in their mission, QTR Family Wealth's goal remains clear: to empower entrepreneurs and families by integrating their financial objectives with life-centric values, ensuring a legacy that transcends just numbers.

Conclusion

In conclusion, QTR Family Wealth is well-positioned to make a lasting impact in the wealth management landscape. Their tailored approach and commitment to client success set them apart as leaders in providing financial advisory services. To learn more about how QTR Family Wealth can assist with tailored financial strategies, visit www.qtrfamily.com.

As they embark on this new chapter, the firm stands ready to guide clients toward achieving not just their financial goals, but also a richer, more fulfilling life.

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