Partnering Together as Your Chief Financial Officer

As a family's Chief Financial Officer (or CFO), our role entails meticulous management of financial matters. We design optimal investment strategies, implement prudent budgeting, and safeguard long-term financial well-being. Through our expertise, we offer personalized financial guidance aligned with family goals, promoting stability and prosperity across generations. At RQA, trust and relationships are paramount; we serve as fiduciaries committed to your financial success.

 
 

FINANCIAL aDvisorY services

We excel at simplifying complex aspects of your financial life. Our pride lies in fostering trust, transparency, and clear communication.

 
 

Personalized Financial Planning

Evidenced-based investment management

Retirement education and planning

 

Tax Planning strategies

Risk Management and insurance guidance

estate planning services

 

education funding strategies

behaviorial coaching support

ongoing life and financial planning