Quotient Wealth Partners

Quotient Wealth Partners Our Best Work. Your Best Life.

As IPO activity begins to rebound, investors may be wondering what a new wave of public offerings could mean for the bro...
09/02/2026

As IPO activity begins to rebound, investors may be wondering what a new wave of public offerings could mean for the broader market.

In his latest article for Investor Magazine, our Co-Founder and Chief Investment Officer, Tim Harder, shares his perspective on what to expect as companies return to the public markets and why maintaining a disciplined, long-term investment approach remains essential.

Read the full article here: https://investormagazine.com/coming-ipo-wave-what-should-we-expect/

We are excited to announce that we will be attending Future Proof this year! Future Proof is one of the largest wealth m...
08/31/2026

We are excited to announce that we will be attending Future Proof this year!

Future Proof is one of the largest wealth management events and brings together thousands of advisors, startups, and other big names in the industry every year and we are thrilled to be a part of it.

Find us at the Future Proof Festival (September 14th - 17th, 2026) in Huntington Beach, CA. See you there!

Friendly competition, plenty of laughs, and a great way to wrap up the month. ⛳️🎉 Our team traded conference rooms for t...
08/28/2026

Friendly competition, plenty of laughs, and a great way to wrap up the month. ⛳️🎉

Our team traded conference rooms for the putting green and enjoyed an evening of connecting outside the office. It's moments like these that strengthen the relationships behind the work we do every day.

Here's to another great month with an even better team!

08/26/2026

Retirement isn’t just about what you’re retiring from — it’s about what you’re retiring to.

Markham Hawkins, CRPC®, shares why finding purpose in retirement is just as important as preparing financially.

We’re proud to share that Quotient Wealth Partners has been recognized by InvestmentNews as a 2026 5-Star High Net Worth...
08/25/2026

We’re proud to share that Quotient Wealth Partners has been recognized by InvestmentNews as a 2026 5-Star High Net Worth RIA Firm.

This recognition reflects our commitment to delivering thoughtful, personalized guidance to high-net-worth individuals and families. By combining comprehensive financial planning with investment management, tax strategies, estate planning, and family office services, we strive to help clients navigate every stage of their financial journey with confidence.

We’re grateful to our clients for the trust they place in us each day and to our team for their dedication to providing an exceptional client experience.

Learn more about this recognition: https://www.investmentnews.com/best-in-wealth/best-rias-for-high-net-worth-clients-5-star-ria-firms/267373

For important award disclosure information, please visit https://www.quotientwealth.com/disclosure-information/

Congratulations to James Warburton, Chris Mohring, and Lucas Baker, and for being recognized as 2026 Wealthtender Voice ...
08/24/2026

Congratulations to James Warburton, Chris Mohring, and Lucas Baker, and for being recognized as 2026 Wealthtender Voice of the Client Highly Rated Advisors!

This recognition reflects their commitment to delivering thoughtful guidance, building lasting relationships, and putting clients first. We’re proud to celebrate this well-deserved achievement and the positive impact they continue to make for the individuals and families they serve.

The 2026 Wealthtender Voice of the Client Highly Rated Advisor designation is awarded based on eligible client reviews published on Wealthtender and objective award criteria recognizing advisors who consistently receive exceptional client feedback.

Please visit our disclosure page for important award disclosure information. https://www.quotientwealth.com/disclosure-information/

08/20/2026

Quotient’s Jon Blumenthal sits down with Cariloop Co-Founder, Michael Walsh to discuss caregiving, retirement, and the value of having support and healthcare resources in place before you need them.

Click here to watch the full video: https://www.youtube.com/watch?v=bQzavkyJc3c&t=22s

08/18/2026

James Warburton, CFP®, shares what brings meaning to his work, and his perspective on what a thoughtful, personalized financial plan looks like.

On National Nonprofit Day, we celebrate the organizations and people who work every day to make our communities stronger...
08/17/2026

On National Nonprofit Day, we celebrate the organizations and people who work every day to make our communities stronger.

Giving back is an important part of our culture at Quotient Wealth Partners. We also have the privilege of helping clients think about how generosity can fit into their financial plans and the legacy they hope to leave.

Today, we celebrate the nonprofits making a difference and everyone who chooses to support them.

The Dallas office wrapped up an incredible summer with our interns over smoked brisket and plenty of laughs at Terry Bla...
08/14/2026

The Dallas office wrapped up an incredible summer with our interns over smoked brisket and plenty of laughs at Terry Black’s—a fitting send-off for a group that brought energy and dedication to every opportunity this season. We’re proud to invest in the next generation of talent, and we believe the strongest teams are built through the moments we share together.

Address

5430 Lyndon B Johnson Freeway, Suite 1150
Irving, TX
75240

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19728070003

Website

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