Quantis Wealth Management
Patrick Martin is a seasoned professional in wealth management and financial services, currently serving as a Wealth Management & Tax Analyst at Quantis Wealth Management since January 2024. Prior to this role, Patrick spent over a decade at PwC, advancing through various positions from Winter Assurance Intern to Personal Financial Services Senior Associate, and ultimately to Assurance Senior Manager. Patrick's educational background includes an Executive Financial Planner Advanced Certificate from San Diego State University, an MBA in Accounting from George Mason University, and a Bachelor's of Science in Accounting from the same institution.
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Quantis Wealth Management
At Quantis Wealth Management, we value the personal relationships with each of our clients and appreciate the trust they have put in our team. We recognize that our clients are planning for their future and have immediate needs with their particular life circumstances. Our commitment to consistent and on-going discussion allows us to guide our clients and help them make smart financial choices with their money to achieve the goals they set. This communication strictly intended for individuals residing in the states of AZ,CA,DC,FL,HI,IL,MD,MN,NC,NJ,NM,NY,OH,OR,PA,RI,TN,TX,VA,WA,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please see our Terms of Service here: www.commonwealth.com/termsofuse.html Securities and advisory services offered through Commonwealth Financial Network®. Member www.FINRA.org, www.SIPC.org, a Registered Investment Advisor. Quantis Wealth Management, 8000 Towers Crescent Drive, Suite 1250, Vienna, Virginia 22182 (703) 462-9618