HDQ Wealth LLC is a holistic financial services firm. We partner with individuals and businesses to create lasting financial strategies to navigate through the ever-changing landscape of life and growth. We believe in understanding the unique needs of each client while maintaining the disciplines to achieve and protect generational wealth.
We are a small firm and pride ourselves on our privacy and diligently building our "family" with individuals who share our same values and ethics.
Our priority lies in assisting in the "Great Wealth Transfer" and helping professionals, companies and entrepreneurs transition with ease and allow their legacy to live on through future generations. Whether you are first generation wealth or fifth, we treat each client with complete originality.
Although HDQ Wealth is based in Kansas City, our reach is nationwide.
*Harrison Quinn is the founder & managing partner of HDQ Wealth. He drives the direction and growth of the firm, while working directly with clients to help create and adhere to custom financial plans.
Harrison is a third generation Kansas Citian and takes pride in his hometown where the firm is currently based. He received a bachelor’s degree from the Business School at the University of Kansas where he majored in Finance & International Business. He is currently attending Duke University’s Certificate in Financial Planning program in order to sit for the Exam and become a CERTIFIED FINANCIAL PLANNER™.
His past experiences of living and working in different cities has given him a strong perspective of how business works in different environments and countries. Harrison's work history in sales, private equity, real estate and hospitality has groomed him to be relateable to many of his financial planning clients on a professional level.
Being one of the younger firms in the industry, HDQ Wealth has a competitive edge... TIME. We plan to service our clients well through their retirement and assist the next generation while making important financial decisions.
"Good is the enemy of Great"
- Jim Collins
HDQ Wealth LLC "HDQW" is a state registered investment advisor registered in the states of MO and TX, and with a registration pending in the state of KS . HDQW provides asset management and related services for clients nationally. HDQW will file and maintain all applicable registrations as required by the state securities regulators and/or the 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. Past performance is not a guarantee of future results. 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. 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).
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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.
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