In response to the discharge, PWM was contemplating establishing their very own portfolio administration agency, which supplied promising outlooks to their shoppers however was fairly useful resource intensive. Q Wealth has been capable of present specialised assets and assist so PWM Wealth Companions can start to scale extra successfully.
Jared Rabinowitz, Govt & Founding Companion of Q Wealth defined how the partnership was established.
“The Govt staff get to know our Companions on an expert, reputational, and private stage earlier than we begin introducing them to the prevailing Companions. We knew of Kevin (Hegedus) and Dana by their popularity as a high performing staff, and that got here with some expectations,” Rabinowitz stated. “We definitely got here to grasp what made them so profitable, however have been pleasantly stunned by how down-to-earth, and genuinely great individuals they really are. Q Wealth Companions are high-performers, however that’s desk stakes. MUCH extra necessary is the human dimension. Companions should reveal integrity, and powerful character.”
Learn extra: Q Wealth Companions named Canadian ambassadors for Future Proof 2024 | Wealth Skilled
For his half, Hegedus added that he and his agency are excited on the new alternatives opened by their partnership with Q Wealth.
