Your Life. Your Happiness.
Your Retirement.
Quantum Financial Group
Quantum Financial strives to create the perfect formula of liquidity, savings, wealth accumulation, retirement income, and tax advantages—then aligns these principles with our clients’ stated goals and objectives.
Naturally, we only invest using financially guaranteed products and strategies, ensuring protection, providing certainty, security, and peace of mind.
Building Your Future
Our portfolio objective is to help manage volatility and market downside risk while maintaining a steady focus on long-term wealth accumulation.
Retaining What’s Yours
Tax minimization is a cornerstone of our philosophy. We strategize year-round on tax efficiencies for our clients, rather than rely on a reactive last minute approach.
Knowledge for Tomorrow
We combine our own experience with the investing insights of the world’s leading investment firms and money managers to help our clients to grow and preserve their wealth for their lifetime and their legacy.
David Swanson
David’s career in financial services started in 1983 on the trading floors of Chicago and New York, working for one of the world’s top investment banking firms. Early successes from trading stocks, options, futures, and bonds quickly fast-tracked David’s career into hedge fund and investment portfolio management for the firm’s most affluent clients and institutional investors.
In 1990, David was recruited by one of the country’s largest regional money-center banks as the director of trading and investment operations. Following the firm’s acquisition by one of the country’s largest money-center banks, David made the choice to go independent and founded Quantum Financial Group in 1993.
Quantum Financial is now a leading full-service wealth management firm with a national scope. David has built a team that works closely with clients, providing customized advice and guidance to a select group of corporate executives, entrepreneurs, ultra-high-net-worth families, foundations and endowments, helping them streamline their complex portfolios and capitalize on the opportunities of substantial wealth.
Let’s Take on Tomorrow.
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Understand why the ups and downs of the stock market can have such devastating affects on your retirement IF you’re drawing income.