Quadrant Private Wealth adds Dan Crowley, CA Growth Strategies
September 1, 2015
After operating as an independent business financial advisory firm in the Lehigh Valley for the past three years, CA Growth Strategies has been acquired by Quadrant Private Wealth effective September 1.
Founded to provide shareholder transition planning as well as key employee retention planning, CA Growth moved from Center Valley, to Quadrant’s suite of offices at 1 Bethlehem Plaza, Bethlehem.
CA Growth’s principal, Dan Crowley, now Director – Quadrant Business Advisory Services, said the change has been positive so far.
“We were certainly able to provide excellent services to our customers on our own, but by merging our operations inside of Quadrant Private Wealth, we offer our customers a whole different level of wealth structuring and estate planning,” Crowley said. “Clients now have more options and resources in the same firm focusing on their wealth and income planning”.
“Clients are looking for comprehensive solutions that consider their business financial health as well as their financial options as individuals. In our opinion, Quadrant Private Wealth more than met that need.”
He described the Greater Lehigh Valley as a very strong market with hundreds of companies in the mature or transition stage with their current owner.
“Regardless of stage of the business, medical practice, or professional firm – a shareholder continuation plan is essential ,” Crowley said. “And not just in case of death or disability of the owner/operator.”
Throughout his career Crowley has consulted to hundreds of regional and national companies both in and out of the Greater Lehigh Valley market. He has been certified as a Family Business Specialist as well as Business Succession Planner, and most recently received a nomination from Lehigh Valley Business for CFO of the Year – Turnaround Specialist.
Crowley’s job will be to develop and grow the business advisory side of Quadrant Private Wealth along with Brian Murray, Director of Wealth Structuring, and Brent Saba, Business Advisor.
“Dan has worked with our team for the past year or so and I am delighted to add his deep knowledge of business financial advisory to our team of private wealth advisors,” stated Herman Rij, Founding Partner of Quadrant Private Wealth. “We believe that all wealth management advice should be acutely centered on the independent needs of each client and their long – term goals. I see this addition to our team as another example of how we are constantly working to provide our clients with the highest level of relationships in the market. I’ve known Dan for about 10 years now, he’s been very successful with business owners,” Rij said. “ He brings a great strength to the company.”
About Quadrant Private Wealth
Quadrant Private Wealth, an independent Registered Investment Advisor , will continue to focus on providing comprehensive investment management services to high – net – worth individuals. Quadrant is a firm of seasoned and innovative private wealth advisors and a knowledgeable support staff with over 100 years of collective investment experience. Quadrant offers a complete spectrum of investment and wealth structuring strategies geared towards preserving and growing wealth. For more information, go to http://www.quadrantprivatewealth.com.