QP Wealth Management
Overview
QP Wealth Management is a private investment firm based in Boca Raton, Florida, specializing in comprehensive wealth management services. The firm offers a range of services, including portfolio management, strategic wealth strategies, estate planning, family governance, wealth education, business succession planning, tax strategies, philanthropy management, life stage navigation services, lifestyle advisory, and private healthcare advisory. Their approach is personalized, focusing on understanding each client's unique goals to develop tailored financial strategies. The firm's investment focus spans multiple asset classes, such as alternative investments, fixed income, private equity, real estate, and venture capital. They engage in various investment stages, including seed, early stage, series A and B, growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. Geographically, their primary focus is on the United States, serving clients across the country. QP Wealth Management's team comprises experienced professionals dedicated to providing personalized financial stewardship. They emphasize a client-centric approach, aiming to build long-term relationships and deliver customized solutions that align with each client's financial objectives and life goals. Their mission is to help clients navigate the complexities of wealth management, ensuring that all aspects of their financial life work in harmony to achieve sustained success.
Reach QP Wealth Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about QP Wealth Management
What sectors does QP Wealth Management invest in?
QP Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Boca Raton, United States. QP Wealth Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does QP Wealth Management invest at?
QP Wealth Management backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does QP Wealth Management invest in?
QP Wealth Management invests across United States.
Who are the partners at QP Wealth Management?
Team members listed for QP Wealth Management include Jim Lloyd (Co-Founder, CEO and Co-Chief Investment Officer) and Lisa Heerwagen (Chief Operating Officer, Chief Compliance Officer, Co-Founder).
How do I contact QP Wealth Management?
QP Wealth Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
