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QA Wealth Management

Email address and contacts

Quick try with Jack Irons from captrust.com

QA Wealth Management company description

QA Wealth Management is focused on helping individuals reach their unique financial goals through sound planning and advice on a range of financial topics, including important decisions regarding investments. We work with hundreds of clients across the country, including a focus on Big Four tax, audit and consulting professionals. We serve our clients with a commitment to ensuring their best interests come first, and have been doing so since 2000. Our team approach is driven by our core values and centered on the goals and objectives that matter most to our clients. QA Wealth Management is a division of Quantitative Advantage, LLC (QA).

Key Employees

  • Jack Irons
    Senior Associate | Wealth Planning
  • Skyler Borgman
    Senior Analyst | Discretionary Portfolio Management
  • Melissa Colley
    Senior Client Management Consultant | Wealth Client Service

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New team members of QA Wealth Management

Megan Loftin
Vice President | Financial Advisor
Bryan Lewis
Financial Advisor
Danelle Doney
Senior Associate | Investment Research
Brandon Aber
Financial Advisor
Joshua Isley
Vice President | Financial Advisor
Hunter Vernon
Financial Advisor Relationship Manager
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