Quantum Wealth Management

Producers

(Standing, left to right) Mike Johnson, Megan Williams, Christopher Koon, Mark Schuchardt, Joe Loewenstein, Kyle LaRocca
(Sitting, left to right) Joe Schulz, Meggen Illingworth

Our Mission

At Quantum Wealth Management, we inspire people to maximize their potential and serve as a catalyst for financial security.

Our professional services are especially valuable to individuals planning for retirement, corporate executives, physicians, high net worth families, and business owners. We align your actions with your objectives to address the complexities of wealth accumulation, tax minimization, asset protection, and legacy planning.

We initiate our relationship with an in-depth understanding of your current financial position to develop a plan that outlines the needed resources to accomplish what is most important to you over your lifetime. We challenge our clients to discover a vision for their future that they may have not realized and utilize our almost 28 years of experience to define what success means to you.  Our disciplined approach organizes the optimum combination of offensive and defensive strategies designed to reduce fear of the unknown and improve the probability of reaching your goals.

On an ongoing basis, our team monitors your progress and adjusts your planning based on your changing priorities. When you understand where you are going and how to get there, you have greater confidence that you can live the life you want, on your terms.


Planning for Financial Security

Increase Your Probability of Success in Retirement

Christopher O. Koon
Financial Advisor


Quantum Wealth Management

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck