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Working With Us

How Do I Know If I'm a Good Fit?

We deliver the greatest value when we focus on situations that require our expertise. 

Our typical clients are:

People who want to delegate their financial planning and investment management to an expert so they spend time on what matters most.

Diligent savers who have accumulated $1,000,000 or more of investment assets

 Eager to delegate to an expert and simplify their family finances

We currently have a waitlist for new clients

If you would like to be added to the queue of people interested in exploring a relationship with us, please take a moment to fill out the application below to reserve your spot. We will contact you on May 15th to schedule your complimentary Discovery Meeting.

Quarry Hill Waitlist Application