Quotient Wealth Partners

06/02/2026

We're thrilled to welcome our 2026 interns and work with the next generation of talent this summer!

This week, we kick off our 9-week Summer Internship Program, designed to give these talented individuals experience across the firm while learning practical skills they'll be able to use to build their careers in wealth management.

A warm welcome to all our interns. We're glad you're here!

05/28/2026

Markets ​do not like uncertainty, but right now there's plenty of it. Oil prices, supply chains, and inflation are all feeling the pressure from global tensions.

Swipe to see what this means for your portfolio, then read the full breakdown from Chief Investment Officer, Tim Harder.

https://www.quotientwealth.com/insights/may-2026-q-commentary-economy-investment-markets/

05/25/2026

On this Memorial Day, we pay tribute to those who served and sacrificed for our freedom. May we never forget their courage and commitment.

05/20/2026

We love hearing this from our clients. Take a look at the most recent review we received for Markham Hawkins.

At Quotient Wealth Partners we want to be the trusted partner you can count on to help you succeed at every stage in life.

Ready to start? Get in touch, with us today: https://www.quotientwealth.com/contact-us/

To see all our reviews, click here: http://bit.ly/4dwBxgK

05/18/2026

At Quotient Wealth Partners, we have affinity groups that center around career stage roles next gen advisors, rising stars, and women at varying stages in their career journeys. Why? Because real development isn't one-size-fits-all.

Our Chief of Staff, Ashley Stoker, says it best: "When we focus on where someone is in their career and what role they're in, our groups help them feel more connected to others who are going through the same things, and less alone in their journey."

These communities help people learn from each other, use the same terms when talking about improvement, and send a strong message to potential candidates: if you join us, you'll have opportunities to grow and develop your skills in a consistent and ongoing way.

Read the full article from InvestmentNews to see how affinity groups are boosting culture and bottom lines across the wealth management industry.

https://www.investmentnews.com/practice-management/affinity-groups/266518

05/15/2026

𝗔 𝘀𝘁𝗿𝗼𝗻𝗴𝗲𝗿 𝗳𝗮𝗺𝗶𝗹𝘆 𝗼𝗳𝗳𝗶𝗰𝗲 𝗼𝗳𝗳𝗲𝗿𝗶𝗻𝗴 𝘀𝘁𝗮𝗿𝘁𝘀 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲.

We’re excited to announce our partnership with Ed Drake to launch Family Office Services at Quotient Wealth Partners.

Ed brings decades of experience advising and building strategies for complex, multigenerational families, combining deep technical expertise with real-world implementation across governance, estate planning, and advanced family office design. Combined with Quotient’s integrated approach to investment management, tax planning, estate coordination, and family decision-making, this partnership creates a more complete path forward.

Together, this partnership creates something powerful:
• 𝗜𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝗮𝗹-𝗰𝗮𝗹𝗶𝗯𝗲𝗿 𝗳𝗮𝗺𝗶𝗹𝘆 𝗼𝗳𝗳𝗶𝗰𝗲 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲
• 𝗔 𝗳𝘂𝗹𝗹𝘆 𝗰𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗲𝗱, 𝗪𝗲𝗮𝗹𝘁𝗵𝟯𝟲𝟬𝗤™-𝗱𝗿𝗶𝘃𝗲𝗻 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗳𝗿𝗮𝗺𝗲𝘄𝗼𝗿𝗸
• 𝗢𝗻𝗲 𝘁𝗲𝗮𝗺, 𝗼𝗻𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆, 𝗮𝗻𝗱 𝗼𝗻𝗲 𝗽𝗼𝗶𝗻𝘁 𝗼𝗳 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆

By combining Ed’s leadership in family office advisory with our integrated platform and infrastructure, we’re delivering a more complete and scalable solution for families with complexity, growth, and multigenerational priorities.

This is a major step forward in building an industry-leading hybrid RIA–Family Office model—and we’re just getting started. Looking forward to what we’ll build together.

05/12/2026

There is no “one size fits all” approach when it comes to retirement planning, and there's no such thing as being too early or too late to begin. Regardless of whether you’re in your 30’s laying a financial foundation or your 50’s refining your strategy, the bottom line is that you need a personalized plan based on your own unique set of circumstances.

Your time frame, cash flow, risk tolerance, and personal aspirations will all determine how your retirement plan should be designed. Let us help you develop a plan that's right for you.

Learn more by getting in touch with one of our advisors: https://www.quotientwealth.com/contact-us/

05/01/2026

May is loaded with sessions designed around your next chapter!

We've got three upcoming events to help you plan the retirement you deserve. Spots are limited! Register now at quotientwealth.com/events

04/29/2026

Markets entered the year with uncertainty...but April delivered a sharp reversal. What changed? And what does it mean for investors moving forward?

Our latest Market Update breaks down the trends, risks, and opportunities shaping the market so far. Read more: https://www.quotientwealth.com/insights/april-2026-q-commentary-a-strong-reversal-to-start-q1/

04/27/2026

Many of our clients who've saved diligently for decades find themselves in a position to retire years ahead of schedule only to face the same question: How do I access my retirement savings without getting crushed by penalties?

Our Senior Wealth Advisor Kevin Wilson, CFP® breaks down different strategies that most people overlook in his most recent article with Investor Magazine:

https://investormagazine.com/unlocking-your-401k-early-without-penalty/

More and more these days, I sit across from clients who have worked 25+ years at a big oil/gas company where they have saved aggressively to their company sponsored plans and invested wisely. They have reached a point where they are a decade ahead of schedule in terms of retiring. The desire to reti...