Our approach filters out the noise, providing you with clear and actionable advice tailored to your unique goals—whether you're planning for retirement, or looking for solutions for your business. We prioritize genuine human connection and personalized service, ensuring every decision supports your prosperity and the impact you want to make. Our team wants to help you maximize your time, protect your legacy, and build a foundation for future generations.
In a world where private equity and big banks often prioritize profits over clients, we understand the importance of having full decision-making control to serve your best interests. Unlike larger institutions burdened by hidden fees and constraints, we reinvest those savings into superior services tailored for you. We ensure that every dollar you invest with us goes toward providing the best possible support for your family. We prioritize long-lasting relationships built on transparency, trust, and a comprehensive understanding of your financial goals. Our commitment to excellence aims to ensure that you receive the highest level of service and experience from the QTR team.
We are proud to provide our wealth management solutions in partnership with Fidelity Investments and Charles Schwab.
“Quality is never an accident. It’s a result of purposeful effort.”
We are dedicated and long-term partners in the communities where we live and work. Managing partners, Chad and Wes Hunter, both born and raised in Orlando by their single mother, take immense pride in their roots and share a passion for giving back to the community that shaped them—values that are deeply ingrained in QTR’s mission.
Each year, the QTR team supports local charitable initiatives through sponsorships and donations, reinforcing our commitment to making a meaningful impact in the community.
Through our 100% QTR Community Partners Program, we provide our team members with paid time off to dedicate to volunteer service. These employee-led volunteer days often include members of our client family, allowing us to join forces and create a positive impact where we live and work.
Mike, our friend and colleague, passed away unexpectedly during a pivotal time in our transition to QTR Family Wealth. To honor his memory, we named our conference room the Michael J. Wolfe Room and established the Michael J. Wolfe Memorial Fund. While we deeply miss him, we know his legacy will always remain at the heart of QTR, inspiring us to make each moment count—for ourselves and those we serve. Mike will forever be missed and remembered as part of the QTR family.
Discover blogs, videos, community service updates, and current market insights—all crafted to provide clarity on the financial topics that matter most to you.
Videos
Jan 15th, 2025
Discover the core values and strategies that make QTR Family Wealth stand out. This video dives into our unique approach to wealth management and how we prioritize your financial goals.
Videos
Jan 15th, 2025
Get to know QTR Family Wealth—who we are, what sets us apart, and the personal stories that drive our commitment to exceptional service and personalized financial guidance.
Blogs
Jan 10th, 2025
Preparing your business for a transition? QTR Family Wealth shares essential steps to streamline the process, maximize value, and plan your post-sale future with confidence.
Blogs
Jan 10th, 2025
Private markets offer higher returns and exclusive opportunities beyond public markets. At QTR Family Wealth, we craft personalized strategies to help you diversify your portfolio and build a lasting legacy for your family.
