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Navigating Clients Towards a Financially Sound and Enjoyable Retirement

"Retirement is essentially an income challenge, and the true test is how do you use a lifetime of savings to produce a growing stream of income for the rest of your life?" --Joe DiSalvo, ChFC, AIF

We work with clients who are pre-retirees or recent retirees and are confused about how to create and maximize their income in retirement.  They are worried about outliving their money.  They are anxious around what the next financial market downturn will mean to them in retirement, and how it may affect their ability to maintain their standard of living.  They are looking to partner with an experienced professional team who can help them think through how to structure and manage their investments in order to best produce a growing stream of income for the rest of their life.

After 20 years in business, Quest Capital & Risk Management, Inc. has developed a specialized approach to Retirement Income Planning.  We are driven to provide our clients with uncluttered, fact-based education and advice that leads to actionable solutions that help enhance their quality of life.

Our mission is to provide the best path towards a financially sound and enjoyable retirement.

Our Approach

We recognize that when we help clients become clear about what their retirement can look like, from helping them think through their cash flow needs, life goals that require money, and provide fact-based education around the most important investment principles they need to know to be a successful investor, they become an empowered partner in developing an investment and income strategy that leads to actionable solutions, increased clarity and helps eradicate financial insecurity!

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Our History

Quest Capital & Risk Management, Inc. is a client focused and fee only wealth management practice, albeit one specializing in all aspects of Retirement Income Planning. As an Investment Advisor Representative, we are a highly trained professional team with over two decades of experience in the financial services industry.

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Our Values

We work with clients to develop an Investment and Income strategy to best maximize all sources of retirement income.  We sit on our clients' side of the table and have a fiduciary responsibility to act in their best interests. We believe this leads to fewer inherent conflicts of interests and allows us to provide more comprehensive advice. We are solely concerned with assisting our clients in meeting life goals through prudent management of their financial resources. 

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Introductory Clients

Retirement is essentially an income challenge:  how do you take savings and convert it into a sustainable income for life?  Our Income for Life Audit Package is the development of a plan that will help you think through how best to maximize all sources of income and structure your investments in a concerted effort to best produce a growing stream of income for the rest of your life and reach your unique retirement goals!

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Investment Advisory Clients

For those seeking professional knowledge, seasoned advisors and on-going support to align their investment strategy with their retirement income and financial life goals. These clients see the value in partnering with an experienced Advisory team to design, implement and manage an investment strategy as well as create, implement and monitor a sustainable retirement income plan.

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Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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A Bucket Plan to Go with your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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Choices for your 401(K) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

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