Building relationships. Empowering access.
Affluent entrepreneurial founders and families want bespoke solutions to address their challenges and opportunities. I help navigate these choices.
Families (as is the marketplace) are dynamic and have evolving wealth accumulation, preservation and allocation issues. This is especially true when the primary income and wealth assets are operating businesses and/or portfolios of real estate. Founders’ and families’ want to be able to achieve clarity of their vision. This is to facilitate key constituents from the family as well as their other strategic advisors tapping into UBS’ capacity to establish long-term liquidity and legacy strategies. These include the establishment of a family wealth-centric cornerstone – the family office.
For over three decades, I have worked with entrepreneurs and families helping them steward their wealth. This is achieved by sharing uncommon knowledge; leveraging relationships; facilitating next generation family member learning; and mindful of risk while culling the most preferable legacy and liquidity options.
I see myself as your resource providing advice on timely opportunities and solutions through the UBS platform and the numerous partnerships we have formed with like-minded service providers.
Quaranta Wealth Partners
858-551-9422
888-584-2631
1200 Prospect Street
Suite 100
La Jolla, CA 92037
Multigenerational
planning
Managing your wealth goes beyond managing your money. By actively listening, we’ll discover what’s important to you and each generation of your family. We will work together to develop a comprehensive plan to help you achieve your goals, wherever you are in life.
Entrepreneurs and business owners
We can introduce you to the right investment relationships as well as innovative yet pragmatic solutions.
Certified Public Accountants
We work with select CPA firms to help empower more productive relationships with their clients. We off er the backoffi ce services of a virtual Family Office to enhance their capabilities and collaboratively off er access to global resources and solutions.
Focused on your goals. Planning for life.
No matter where you are in your life, we can help guide you through each important stage of planning for the goals that matter to you—both short-term and long-term. We create your personal financial roadmap that addresses your needs over time.
UBS Wealth Way
UBS Wealth Way starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expense, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Our wealth management process
Our perspectives
Insights