FINANCIAL PLANNING SERVICES

to help you achieve your maximum financial potential

Stop eroding your wealth with high money management fees.

Stop eroding your wealth with high money management fees.

OUR FINANCIAL PLANNING SERVICES

We provide independent, objective advice to our clients

 

 Financial Planning

Retirement Planning

Insurance Checkup

Business Financial Planning

 

Tax Planning

 

Wealth Preservation

Want to know where you stand? We can show you.

Schedule a complimentary consultation to learn what a true financial partnership can do for you!

Average Americans are paying thousands more than they have to every year in taxes and investment fees.
We’ll show you what you’re paying and how to fix it.

Brendan Walsh, President, Quantum Leap Capital

Top Ten Retirement Tips

Top Ten Retirement Tips

The internet loves a list, so here you go, our top ten list, in order of priority.  Sort of.     1. Start as early as possible. Time is the most precious commodity of all, and the way compound interest works, the fat part of the curve is in the final years. ...

School Days

School Days

It’s that time of year: the kids are sad, and the moms are glad.  Again.  The sweet Vermont summer is over and school’s back in.   We find this transition gets a lot of parents thinking about how they’re going to pay for their kid’s college...

There Is a Season

There Is a Season

Summers here in Vermont are about as good as it gets.  After a particularly long and snowy winter, we bask in the glow of glorious sunsets, warm but not (usually) boiling temperatures, and creamees.  (That’s a term I...

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Regions

We are based in Vermont but have clients all across the country. We currently serve clients in Vermont, New York, Massachusetts, Colorado, Illinois, North Carolina, New Mexico, and Florida.

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Quantum Leap Capital is an independent Registered Investment Advisor in the State of Vermont.

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