is an independent wealth advisory firm, committed to helping clients gain peace of mind by effectively managing all aspects of their financial journey. We focus on getting to know you as an individual, listening carefully, learning about the goals you have for your family and your future. We build a partnership with you to simplify the complexity of managing your wealth, so together we can pursue a clear path towards your dreams and ambitions. If you’re interested in working with an accessible and reliable team of experienced wealth advisors who are passionate about investment management and financial planning, call on us today. We welcome the opportunity to introduce you to the Quirini Wealth Group Family.
Our Mission
With more than a century of combined experience in wealth management, the Quirini Wealth Group is dedicated to delivering the resources of our team to our clients and their families with the highest level of personal and individualized service they deserve.
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Because we base our client relationships on shared values, mutual respect, and open two-way communications, we live by a timeless “old school philosophy.” Yet the constant evolution of the world around us, especially the financial markets, ensures that we embrace a next generation of ideas and enhanced client experience.
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Our Values
Our Approach
We treat our clients like family and take a sensitive approach to every relationship – because money is an emotional subject. However, we will be stern in our advice when necessary. Sometimes our recommendations might not be what you want to hear, but we will always tell you the hard honest truth.
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Now in our second generation, Quirini Wealth brings over 100 years of financial services experience to benefit each of our client relationships.
Founder Tony Quirini and his son Steve work as a cohesive team, serving successful individuals and multigenerational families.
The beneficial relationships we enjoy with our clients are marked by their longevity, and our clients themselves act as our most enduring referral source. We prioritize service because, to truly help our clients work towards achieving their goals, we must get to know them and understand their attitude and perspective towards their wealth.
This knowledge, enhanced with our insights and expertise from navigating significant market changes over the decades, enables us to tailor financial plans to each client and construct for them customized investment portfolios.
