Quorum Private Wealth

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Danville, CA
Quorum Private Wealth

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Quorum Private Wealth is an independent Wealth Advisory Firm founded by Mike Barry, Kelly Milligan. Sue Mazzetti & Melissa Yue.

We provide objective advice & effective solutions for the complex financial challenges faced by busy, successful people.

10/30/2026

Markets are focused on Washington these days.
➡️ The Fed decided to hold rates steady yesterday.
➡️ Midterms are next week.

But what does all this mean for markets?
Past performance doesn't predict future results.

Still, taking a look at how stocks have performed historically during midterms can provide some helpful context around what we've seen so far this year... and what we might see going forward.

https://quorumpw.com/insights/midterms-and-markets-your-portfolio-in-2026/

10/29/2026

If you have a large share of company stock in a big publicly-traded company, investing in S&P 500 index funds could increase your exposure to an already concentrated position.

Direct indexing can allow you to invest more broadly in the market without increasing your exposure to your company or industry.

Quorum Partner Dylan O'Shea explains how custom indexing works and who it might benefit.

10/27/2026

Not only did the Fed raise rates in September, they signaled additional increases before the end of the year. With that in mind, now seems like a good time to revisit what happens behind closed doors when the FOMC meets to discuss rates.

https://bit.ly/3TRaeYC

10/22/2026

We're passionate about the future of wealth management, which is why we're thrilled to share that Mike Barry is mentoring Carter Utz as part of Sanctuary Wealth's 2026 college mentorship program. Carter is an undergraduate finance major at Indiana University's Kelley School of Business Wealth Management Workshop.

10/20/2026

Looking for a way to boost tax-free income in retirement?

If you have unused money in a 529, it can be rolled over into a Roth account.

Of course, the IRS has plenty of rules involved, making this a complex (but very helpful!) strategy to know about.

Quorum Partner Dylan O'Shea explains.

10/15/2026

At Quorum Private Wealth, we work hard to help busy professionals enjoy their success.

We do that by helping you organize, simplify, and optimize your finances.

From investment management to tax minimization, our goal is to help manage the complexity so you can focus on living.

Learn more: https://quorumpw.com

09/18/2026

If you want to get strategic about minimizing the potential tax on your estate, it's important to work with a team of experts who are familiar with this type of planning, and know how to work with a team (YOUR team) to design and execute the best strategy for you. Quorum Partner Sue Schaeffer explains.

09/15/2026

Each year, the IRS puts a limit on how much money people can give to each other "tax-free"... but there's a lot of misunderstanding surrounding that gift tax. To understand how the annual gift tax truly works, you have to understand the lifetime exemption to the estate tax. Quorum Partner Sue Schaeffer explains.

09/11/2026

During any election year or budget debate, we tend to hear politicians bring up the "estate tax." But there's a lot of misconceptions around what the estate tax actually is, including who it applies to.

Quorum Partner Sue Schaeffer breaks down who the tax applies to, and some of the tools available to help manage the risk involved. Remember: This is a tax that can change based on everything from inflation to a new political makeup in Washington. Planning ahead is important. Learn more at QuorumPW.com/contact/

09/09/2026

Most wealthy families pay close attention to the annual gift tax exclusion. But there's a common misconception that if you give more than the year's annual exemption amount, you (or the recipient) will have to pay tax on the gifted funds. And that's not really true. Quorum Partner Sue Schaeffer breaks down the slightly more nuanced way the IRS looks at the annual gift tax exclusion.

Address

345 Hartz Avenue
Danville, CA

Telephone

+19254880000

Website

https://quorumpw.com/

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