Quorum Private Wealth

Quorum Private Wealth 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.

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.

Despite all the media attention on the new Trump Accounts (a product of the One Big Beautiful Bill Act), it's likely mos...
08/12/2026

Despite all the media attention on the new Trump Accounts (a product of the One Big Beautiful Bill Act), it's likely most of our clients will want to continue using 529 plans as their primary savings vehicle for college-bound kids.

We put together a graphic-driven article looking at the changing cost of college and how 529 plans can help. While we're still waiting on some of the relevant guidance on Trump Accounts, these plans are designed to be a more general savings and investment account; they weren't designed with education in mind.

To celebrate our 5-year anniversary, we thought a little bit of a refresh was in order. Don't worry—we haven't changed a...
08/10/2026

To celebrate our 5-year anniversary, we thought a little bit of a refresh was in order. Don't worry—we haven't changed anything about our fundamental services or offerings. But we HAVE given our website a refresh.

Our goal is to create a site that's easy to navigate; one that you're eager to visit for information and education; something you're proud to share with friends and family when you refer them our way.

Same URL, just a fresh look for summer.

www.QuorumPW.com

To be truly strategic about investing, you need to look beyond what you own... and consider which accounts you're holdin...
08/07/2026

To be truly strategic about investing, you need to look beyond what you own... and consider which accounts you're holding your investments in.

This can be a particularly important for investors hoping to minimize their tax bill.

Ask your advisor if he's taking "tax location" into account when managing your investments. And keep this article handy so you can follow along and ensure you agree with their approach. https://quorumpw.com/insights/tax-location-why-the-where-matters/

A truly great Quorum comprises great individual members. Which is why we are so thrilled to announce a new member of our...
07/29/2026

A truly great Quorum comprises great individual members. Which is why we are so thrilled to announce a new member of our team—Adam Zielske. Adam joins us as a financial advisor with a wide breadth of experiences in financial services AND the tech industry, where he worked before pivoting into wealth management. If you see him around our Danvill office, be sure to say hi!

Please join us in congratulating Partner Sue Schaeffer for her being number 14 (!) on AdvisorHub's list of 200 Women Adv...
07/21/2026

Please join us in congratulating Partner Sue Schaeffer for her being number 14 (!) on AdvisorHub's list of 200 Women Advisors to Watch for 2026. To quote AdvisorHub, the award recognizes sophisticated practices, great growth, and a commitment to professionalism. Personally, we can't think of a better way to describe Sue, and we're proud to be part of her team.

(No fee was paid to be included in this ranking or to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary.)

Thrilled to announce that Quorum Co-Founder and Managing Partner Kelly Milligan was named a Best-In-State Wealth Advisor...
07/18/2026

Thrilled to announce that Quorum Co-Founder and Managing Partner Kelly Milligan was named a Best-In-State Wealth Advisor for Northern California by Forbes and SHOOK Research for 2026. It's his 4th year in a row making the list with Quorum. Congratulations, Mike, on this well-deserved recognition!

(Award based on data gathered from 6/30/23 - 6/30/24. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.)

Address

345 Hartz Avenue
Danville, CA

Telephone

+19254880000

Website

Alerts

Be the first to know and let us send you an email when Quorum Private Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Quorum Private Wealth:

Shortcuts

Share

Category