TheJobsMapQP Wealth Management jobs and careers
Boca Raton, United States
About QP Wealth Management
QP Wealth Management helps entrepreneurs and their families make and manage financial plans tailored to their most treasured life goals. Our passion is getting to know the people we serve, and deeply understanding the vision they wish to live through wealth. We bring a thoughtful, personalized approach to assessing your goals, devising a sound financial plan, and offering the widest toolset — from portfolio management and tax strategies to alternative investments and personalized opportunities — to fuel your success. Serving with Purpose. QP Wealth Management, LLC is a registered investment advisor. Visit our website for important disclosures. QPWealthManagement.com
Founded in 2019 by Jim Lloyd and Lisa Heerwagen.
- Founded
- 2019
- Employees
- 1 to 10
- Headquarters
- Boca Raton
Leadership
The top of QP Wealth Management's org chart, with how many people report into each leader.
James Lloyd
Chief Executive Officer
8 reports
Lisa Heerwagen
Chief Operating Officer
4 reports
Thomson Mckinnon
Chief Operating Officer
1 report
Thomas Leidner
Co-CIO
Jobs at QP Wealth Management
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