Wealth Management Solutions
Our approach to your wealth care needs is holistic and long-term. We strive to provide the right solutions for your financial challenges and goals and are committed to offering you advice in every area of financial services. We organize our approach to wealth care around 10 key areas of wealth care planning, called the Method 10®. Check us out on BrokerCheck.
- Investment Planning
- Tax Planning
- Retirement Planning
- Education Planning
- Income Protection and Asset Preservation
- Estate Planning
- Insurance Planning
- Debt Management
- Business Planning
- Special Situations
Method 10® is the property of 1st Global Capital Corp. 2017. All Rights Reserved.
Insurance services offered through 1st Global Insurance Services, Inc.
Diversification of your overall investment portfolio does not assure a profit or protect against a loss in declining markets.
About Quinn Wealth Management, LLC
Garry Quinn and the staff are here to help you craft a wealth care plan that addresses your needs. Through an ongoing consultative approach, we stay abreast of all life’s changes and how they can affect your plans and your future. Whether you are planning for yourself, your family or your business, we take a personal interest in helping you “live your dreams.”
on August 16, 2017 at 5:00 am
1st Global, an independent wealth management partner to exceptional CPA firms, would like to commend its affiliated CPA firms that were recognized as “2017 Best Accounting Firms to Work for” by Accounting Today. Overall, six of 1st Global’s partner firms were included in this year’s list. […]
on August 9, 2017 at 5:00 am
In Dan Jamieson’s recent article “Direct Fund Business Squeezed in Wake of DOL Rule” in the online edition of Financial Advisor magazine, 1st Global President David Knoch contributed his insight regarding the decline of the number direct mutual fund accounts and the reasons behind the decreasing business. […]
on August 9, 2017 at 5:00 am
1st Global President David Knoch recently contributed to Dan Jamieson’s article “Recruiting Speeds Up” in Financial Advisor magazine’s online edition, affirming that there’s a current increase in CPA firms’ interests in adding wealth management services to their practices. […]
on August 3, 2017 at 5:00 am
1st Global President David Knoch continues to advocate on behalf of the Financial Services Institute in protest of the DOL Conflict of Interest Rule, recently going before the House Financial Services Capital Markets, Securities and Investment subcommittee last month. […]
on August 2, 2017 at 5:00 am
1st Global Chairman and CEO Tony Batman recently wrote an article titled “How Entrepreneurs and Small-Business Owners Can Prepare for the Worst” that was published in Entrepreneur magazine’s online version. […]
on July 20, 2017 at 5:00 am
1st Global President David Knoch will be part of a lineup of influential leaders within the CPA profession and in the fields of career development and personal growth at the EDGE Experience conference hosted by the American Institute of CPAs (AICPA) from Wednesday, Aug. 2 – Friday, Aug. 4. […]
on June 28, 2017 at 5:00 am
1st Global President David Knoch has been a member of the Financial Services Institute since 2005 and was recently elected as the vice chair of its board of directors. He will serve as chair of the board in 2019. […]
on June 22, 2017 at 5:00 am
1st Global Executive Vice President and Client Experience Officer Jeff Magson recently contributed his insights regarding client behavior and how advisors can help to try to keep their clients on track. […]
on June 15, 2017 at 5:00 am
1st Global President David Knoch recently contributed his insights regarding the importance of diversity within wealth management firms in Alex Coppola’s editorial piece “Embrace Diversity…of Clients and Advisers” in the The Wall Street Journal. […]
on June 3, 2017 at 5:00 am
1st Global, an independent wealth management partner to exceptional CPA firms, announced the results of its most recent Voice of the Advisor survey today. Survey data from the company’s affiliated CPA wealth management firms shows high marks for financial advisor satisfaction, partnership and retention. […]
Jeremiah 29:11 – For I know the plans I have for you, declares the Lord, plans for welfare and not for evil, to give you a future and a hope.