financial advice
Personalized for your goals
What are your wealth goals? How do you prefer to invest? However you answer, you’ll have access to flexible wealth planning and engagement options that fit with your life and preferences.
QuinnsNXT Managed Portfolios
Combine the benefits of an experienced Wealth Manager with sophisticated portfolio management technology with QuinnsNXT tailored portfolios. Your portfolio is automatically rebalanced and optimized for investing to keep you on track and help meet your goals.
Managed Accounts
We’ll help you tailor a portfolio designed to meet your investment goals utilizing a variety of investment products including stocks, municipal bonds, corporate bonds, exchange-traded funds (ETFs) and new issues. We enable you to combine a wide variety of investment options into a single account allowing you to see your total investment performance in a single statement.
Private Wealth Management
Working with a Wealth Manager gives you access to sophisticated investment management strategies across a broad spectrum of asset classes. Your personalized portfolio will be optimized to help you work toward and support your future.
Planning for Life Events
Retirement Planning
Do you have the means to retire comfortably? Our Wealth Managers can help select and manage your retirement accounts, so there's no worry about the future.
Saving for College
Education is one of the most valuable investments you can make. Whether you want to help a child or family member, or return to school, we can help select the best account for you.
Emergency Fund
Protect yourself, your family, or your business from unforeseen life changes and obstacles. With Quinns Holdings's help, you can be prepared for the unexpected.
Our Team
Here for you at every step, and every stage. Quinns Holdings's Wealth Managers are experienced and dedicated to you. It is our highest priority is to attract and invest in the absolute best talent so that we can, as a collective team, add significant value for our clients.
