Quantis Wealth Management
Richard B Gurz, CFP®, CIMA®, CPWA®, AIF® has been in the wealth management industry for over two decades. Richard B is currently the Co-Founder and Principal of Quantis Wealth Management, where Richard B has been working since June 2008. Prior to that, Richard B gained experience as a CERTIFIED FINANCIAL PLANNER™ at Ameriprise Financial Services, Inc. Richard holds various certifications and degrees from The University of Chicago Booth School of Business, The Wharton School, and University of Mary Washington. With nearly 50 years of combined professional experience, Richard helps clients develop personalized strategies to achieve their financial goals.
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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