Qp Wealth Management, LLC

About Qp Wealth Management, LLC

<p>From its base in Boca Raton in South Florida’s Palm Beach County, Qp Wealth Management, LLC works with high-net-worth families, entrepreneurs, and corporate executives who want a single team coordinating day-to-day financial decisions.</p> <p>Qp Wealth Management is an SEC-registered investment advisor that describes its role as a “family CFO,” bringing portfolio management together with tax strategy coordination and access to alternative investments. The firm reports $0.5B in assets under management (2026).</p> <p>For employers that need fiduciary support, Qp Wealth Management offers 3(21) investment advice services as part of its work with <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p> <p>What sets the firm apart is its multi-family office style approach, built around coordinating the moving parts—investments, taxes, and executive/owner complexity—rather than treating each area as a separate engagement.</p> <ul> <li>SEC-registered investment advisor</li> <li>Multi-family wealth management and “family CFO” support</li> <li>Portfolio management</li> <li>Tax strategy coordination</li> <li>3(21) fiduciary investment advice for retirement plans</li> </ul>

Website: https://qpwealthmanagement.com/