We are incredibly humbled and excited to announce that HDQ Wealth is now a fully independent RIA firm. This change will allow us to better serve our clients’ needs at the highest fiduciary level possible. Being an independent RIA will allow more flexibility and access to resources to best serve our clients.
What is a Registered Investment Advisor (RIA)?
Registered Investment Advisors are registered with the SEC and provide financial advice to clients, including advice related to investment management. RIAs are required to act as fiduciaries for their clients. This fiduciary standard means that HDQ Wealth must act in clients' best interests at all times and must disclose any potential conflicts of interest.
Harrison Quinn's Vision for HDQ Wealth
Harrison's goal is to spread financial literacy to each of his clients and help them develop long-term financial plans. He strives to help people manage their finances, while also while maintaining the disciplines to achieve and protect generational wealth.
As one of the youngest firms in the industry, HDQ Wealth has the ability to work with clients from the early stages of their careers all the way through retirement. In contrast with the average financial advisor who is in their late fifties, Harrison has the capacity to serve clients of all ages and support them through impactful life transitions. HDQ Wealth aims to be a thought leader in the industry while leveraging modern technology and techniques in efforts to help the younger generation, as well as assisting the older generation who has been limited due to an antiquated industry.
Harrison's entrepreneur-driven background in various industries gives him the ability to navigate even the most unique financial situations. HDQ Wealth provides financial services to an array of diverse clients, from startups to large corporations, our approach is tailored to their specific needs. We leverage a streamlined approach and modern technology to assist those just beginning their financial path and provide white glove service to higher net worth individuals who require more attention and care. At the end of the day the client’s needs come first and our mission is to empower them to achieve and protect their financial freedom.
HDQ Wealth LLC "HDQW" is a state registered investment advisor registered in the states of KS, MO, LA and TX. 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).
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 firstname.lastname@example.org
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.
* Throughout website, any mention IAR’s name, securities product or service should be footnoted with an * to correspond with the disclosure.
1 For offices with more than one IAR, please use *Representatives offer in place IAR name.
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