Our Process

Wealth Advisory Process

QRS Wealth Advisors has adopted the following 5 step process to help you pursue your financial goals through a disciplined process and prudent practices that are objective and independent.


Conduct a Discovery Interview in order to understand your goals and objectives and gather information about your situation.


Evaluate your Assets and Resources in order to perform a Gap Analysis and Investment Proposals.

Discuss Options

Provide appropriate options including Asset Allocation Strategy, Risk Analysis, Cost Management, Investment Policy Statement, Insurance Audit and Wealth Protection Strategies as needed.


Create and implement customized strategies in your Action Plan that includes the evaluation and selection of specific investment managers and insurances as needed.

Manage Change

Monitor the changes that may occur in your plan and provide Progress Reports with updates and observations.