Broker Check


There is nothing worse than being excited about a new relationship only to find out it wasn’t what it was promised to be. Whether it’s buying a new car, moving to a new neighborhood, finding that perfect partner or choosing whom to trust with your financial relationship — you want to know that you will be treated just as well after you sign on the dotted line. While we are certainly proud of the retirement planning we provide at the beginning of our relationship with you, we take great care to engage, inform, entertain and empower you throughout our lifelong relationship together.

Are we perfect? No. But with our relentless pursuit to deliver the ultimate client experience, we’ve served hundreds of clients just like you. We have and will continue to invest heavily in our company culture, technology platform, team training, investment opportunities and robust client communication — all with one goal in mind — helping you live a richer life.

What is it like to be a client of The Quincy Group? Unlike anything you’ve experienced before from a wealth management firm. It’s been said that the No. 1 reason people change their financial relationship is because of a lack of communication from their financial advisor. That will not happen with our team because throughout the year we host multiple opportunities to connect with us, review your personalized retirement strategy, learn about topics of interest to you and remain empowered to make decisions that benefit you and your family. Here is a taste of what life will look like when you join The Quincy Group.


  • Annual Progress Reviews
    Market commentary — investment email alerts and updates
  •  Access to our Client Portal where you can see your statements and account information at any time
  • Access to estate planning and tax planning


  • Market Update Lunch
  • Dinner Events


  • Dedicated Service team for answering questions and assisting you with any service requests
  • Bi-monthly “In the Know” newsletter designed to keep you in the loop with everything we offer as well as provide tips for a happy, healthier life
  • Giving back — we support numerous charitable organizations to help raise awareness and fundraise for causes close to our hearts and those of our clients


  •  Quarterly Client Market Update events
  •  Annual Client Appreciation event
  • Monthly small gatherings to stay connected and have fun

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