The Quest Difference

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.

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 proper management of their financial resources.