Our Trusted Process

investment management
investment planning
portfolio management

INTRODUCTORY MEETING

Stress Free Evaluation:

- In person, Zoom or over the phone

- Get to know you, your family or your business

- Evaluate personal, professional and financial goals

Schedule Meeting

financial planning
holistic financial planning
millennial financial planning
financial advisor

STRATEGIC PLANNING CONSULTATION

Finding the Right Strategy:

- From A to Z we evaluate all aspects of you/ your companies situation

- We bring all necessary planning under one roof

- Client centric and focused while obsessing over service

IMPLEMENTING THE PLAN

Custom Holistic Financial Plans:

- Each plan is customized for you, your family or your company

- As your life evolves, so does your financial plan

- Quarterly and annual reviews are conducted to ensure optimal performance

Contact Us

It is never too early or late to get started on your financial plans. Tell us more about your goals, and we will get you started on the right path to help achieve them.

HDQ Wealth LLC

1828 Walnut Street 3rd Floor, Kansas City, Missouri 64108, United States

Office Direct KS | MO +1(913)283-4423 FL +1(305)684-3027 Office Fax +1(913)285-8087 info@hdqwealth.com

Hours

Open today

08:00 am – 05:00 pm

HDQ Wealth LLC "HDQW" is a state registered investment advisor and provides asset management and related investment advisory services for clients nationally. HDQW will file and maintain all applicable registrations as required by the state securities regulators and/or the U.S. Securities and Exchange Commission (“SEC”), as applicable. HDQW renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. The material contained herein has been prepared from sources and data we believe to be reliable, but we make no guarantee as to its accuracy or completeness. The material is published solely for informational purposes and is not an offer to buy or sell or solicitation of an offer to buy or sell any security or investment product. This material is not to be construed as providing investment advice in any jurisdiction where such offers or solicitation would be illegal. This material is not to be construed as specific investment advice or recommendations for you, which can only be provided after a careful evaluation of your circumstances, investment objectives, risk tolerance, and other factors relevant to your investment needs. You should be aware that investments can fluctuate in price, value and/or income, and your investments may lose value. Investments or investment services mentioned may not be suitable for you, and if you have any doubts, you should seek advice from your investment advisor representative. Past performance is not a guarantee of future results. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. Clients should seek the advice of an accountant or Certified Public Accountant (CPA).

While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

HDQ Wealth LLC will provide all prospective clients with a copy of our current Brochure and Brochure Supplement prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.

If you have any questions regarding Compliance and Regulatory information, please info@hdqwealth.com

Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

Vides by Joseph A Elo, Kelly Lacy, Pressmaster, Rafael Moura, Taryn Elliot and Zlatin Georgiev from Pexels.

NEXT GENERATION WEALTH

NEXT GENERATION WEALTH

Welcome!

HDQ Wealth LLC

Doing It Differently... Clients First, everything else is second.

Our Trusted Process

INTRODUCTORY MEETING

STRATEGIC PLANNING CONSULTATION

IMPLEMENTING THE PLAN

Here To Serve You

Individuals

Businesses

Our Founder

Harrison D. Quinn

Our Team

Contact Us

HDQ Wealth LLC

Hours

Get Started Today