Quorum Private Wealth was founded in 2021 by Mike Barry, Kelly Milligan, Sue Mazzetti and Melissa Yue. With a combined experience in wealth management exceeding 75 years, our team members have been committed to continual improvement, earning multiple industry credentials. Mike and Kelly are Certified 401(k) Professionals. Kelly and Sue are Certified Retirement Planning Counselors. Mike is also a Certified Investment Management Analyst® and a Defined Contribution Investment Consultant. Kelly is also a Certified Private Wealth Advisor®. Melissa is also a CERTIFIED FINANCIAL PLANNER™.

With our extensive experience and knowledge, we committed to guiding our clients with objective advice, financial planning and comprehensive solutions that give simplify financial challenges and provide true peace of mind.

In addition to serving as an advocate for our clients, we act as their financial sounding board, collaborating with them and their other trusted advisors, on any topic – from investments and insurance to estate planning and taxes. We are the first call when a decision needs to be made that will have any type of financial impact. Clients see us as their team – their Quorum.

As an independent firm, we have the freedom, flexibility and control to serve only our clients’ best interests. We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor.

If you’re looking for a wealth advisory team who will take a proactive role in organizing, simplifying, and optimizing solutions for the challenges of your financial situation, please call on us today.

Quorum Private Wealth

Quorum Private Wealth's headquarters in Danville, CA, United States

Mike Barry

Rica Tanod

Sue English Mazzetti

Melissa Yue

Dylan O'shea

Courtney Rapa

The Wealth Management Associates team at Quorum Private Wealth assists in providing comprehensive financial planning and investment management services. They support senior advisors in preparing client reports, conducting market research, and managing client communications. Their role is crucial for ensuring a high level of client service and helping to simplify and optimize financial solutions for clients’ needs.

Quorum Private Wealth

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Wealth Management Associates

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Quorum Private Wealth

Org chart

Teams

Wealth Management Associates

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