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.

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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

Pushing the River

Pushing the River

Recently, a close friend told me she felt like she was trying to push the river. It was the first and only time I can recall anyone using the term, and it has stuck with me since. It comes to mind when I hear people talk about protectionist policies intended to stem...

Three Reasons You Should Leave That Money in The Bank Doing Nothing

Three Reasons You Should Leave That Money in The Bank Doing Nothing

When I tell clients they need to increase their reserves, I often hear things like “Well, how much do I need to keep there doing nothing?” or “I’d rather pay off my mortgage/student loan/car loan than leave all that money there doing nothing.” Here are three reasons...

Is Your Money Diversified Enough to Avoid Crisis?

Is Your Money Diversified Enough to Avoid Crisis?

I met with a prospective client recently who had an account full of actively managed mutual funds.  When I pointed out what they were paying in fees, some of which were buried in the statements and difficult to spot, I asked what they thought they got for those fees....

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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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