Quadrant Private Wealth Expands Team and Service Offering with Addition of Estate Planning and Wealth Structuring Expert Brian Murray
October 14, 2014
Quadrant Private Wealth (Quadrant), an independent boutique wealth management firm based in Bethlehem, PA, today announced that Estate Planning and Insurance expert Brian Murray will be joining their growing team. Mr. Murray, a former Wealth Structuring Specialist at Merrill Lynch, brings over 15 years experience to the team and has previously worked with 100s of Financial Advisors across the country. He is focused on consulting directly with high and ultra high net worth clients, advising and educating them on how to best protect their estates from taxes and liabilities using trusts, insurance, and other wealth structuring strategies.
“Brian has worked with our team for many years and I am delighted to add his deep knowledge of wealth protection and holistic financial planning 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.”
“As our industry evolves, I felt strongly that I could provide a valuable service to Quadrant’s clients by joining their practice,” says Mr. Murray. “I am excited to not only work closely with clients and their wealth management advisors, but also to serve as a point of connection between the clients’ attorneys, accountants, and family offices.”
This is Quadrant’s first addition to their team since leaving Merrill Lynch in May of this year and launching their independent practice. The firm is excited by the tremendous support their clients have shown in this first six months and is now eager to bolster their growth in the future. Mr. Rij notes “We are thrilled with the progress we have made in this first six month period, and are now eager to continue to grow our practice and to provide the highest level of comprehensive wealth management services to our clients.”
Quadrant will continue to focus on providing comprehensive investment management services to high-net-worth individuals in the coming year. The firm now has 9 employees and is based in Bethlehem, PA.
About Quadrant Private Wealth
Quadrant Private Wealth is an independent Registered Investment Advisor located in Bethlehem, PA. 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.
About Focus Financial Partners
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources and continuity planning for its partner firms who service individuals, families, employers and institutions with wealth managemet, benefit and investment consulting services. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information, please visit http://www.focusfinancialpartners.com.