Our Story

 

Our purpose is to enable discerning investors to achieve their goals, dreams and highest aspirations. Our firm focuses on working with successful entrepreneurs, business builders and retirees who want trusted advisors to help them create better futures.

 

We originally started our business to help others realize their financial dreams. Our backgrounds and training provided the skills needed to help people solve their problems, challenges and take advantage of their opportunities. We became disillusioned working in the corporate structure of financial planning of boilerplate advice, cookie cutter plans and proprietary products. So we started our own firm, QRS Wealth Advisors. The firm chose to affiliate with a broker-dealer, Woodbury Financial Services, which encourages and promotes independent, objective advice, allows customized planning and has no proprietary products.

 

Our advisory process helps you determine the most appropriate solutions, investments and strategies to solve your unique challenges. You work with an experienced advisor to coordinate and oversee a cohesive strategy to help meet your long-term financial objectives. The firm's commitment to the comprehensive financial planning and consulting process is designed to provide you with the prudent advice and exceptional service you expect and deserve.

 

 

Certain transitional events that may occur in life make it more likely to seek our advice:

  • Sale of a business, or retirement,
  • Death of a spouse, or a changed health situation,
  • A bonus, or the sale of a major asset.