Find an Advisor

Connect with an advisor who is aligned with your financial goals.

Tell us about your goals so we can pair you with the right advisor.

Start with a few details.

Share a little about yourself and what you are looking for. We will use this information to connect you with the right advisor for your goals.

General Inquiries

inquiries@quincywells.com

Call Our Office

(312) 205-6458

Corporate Office

145 South Wells Street,
Suite 1301, Chicago, IL 60606

Office Hours

Monday to Friday,
8:30 AM to 5:00 PM

We aim to respond to all inquiries within one business day.

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What Happens Next?

1

We review your request

We learn more about your needs and priorities.

2

We route it to the right person.

We match you with an advisor aligned with your goals and preferences.

3

A team member follows up with next steps.

You will hear from us shortly to schedule a conversation.

Your information is kept confidential and is used solely to match you with the right advisor.

QWA Services

Comprehensive support across every stage of your financial journey.

Financial Planning

Strategic plans aligned with your goals.

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Retirement Planning

Confident strategies for the retirement you envision.

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Investment Management

Thoughtful management built for the long term.

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Tax Planning

Tax-smart strategies to help you keep more.

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Estate Planning

Protect your legacy and provide for what matters.

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Need Help Choosing?

Let's help you find the right advisor.

Whether you want to browse advisor profiles or talk through your goals with our team, we can help connect you with an advisor whose planning approach fits what matters most to you.

Start Your Match →