Jonathan Blumenthal, CFP®
Our Best Work. Your Best Life.
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Quotient Wealth Partners
Jonathan Blumenthal, CFP®
Dallas, TX
Serving Clients Nationwide
Our Best Work. Your Best Life.
Areas of Focus
- Coaching
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
As a Co-Founder and Co-CEO of Quotient Wealth Partners, an independent wealth management firm, Jonathan Blumenthal has more than 24 years of experience in helping clients achieve their financial goals. He leads Quotient Wealth’s offices in Dallas, Houston, Denver, San Antonio and Morristown, where he provides comprehensive financial guidance to clients and mentors wealth advisors. He is skilled in retirement income planning, portfolio management, and holistic financial advice, making him a valuable asset for both clients and the advisory team.Jonathan Blumenthal is also a seasoned entrepreneur, having co-founded two wealth management firms in his career. He co-founded Peak Capital Investments, which merged with United Capital after nearly 10 years of operation. At United Capital, he served as Managing Director and Head of Office for 8 years. His experience in mergers and acquisitions has equipped him for the future growth of Quotient Wealth in this area.
Jonathan studied at the University of Haifa, Israel. In his spare time, he enjoys playing golf, watching sports and spending time with his wife, Eve, his daughter Zoe and his two sons, Paul and Mason.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Primary Location
5430 LBJ Freeway, Suite 1150 Dallas, TX 75240
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. We look forward to hearing from you.Offers Investment Management
Yes
About our Firm
Quotient Wealth is a team of in-house wealth professionals with over combined 150 years of experience. Our dedicated wealth advisors focus on understanding your core values, needs, and aspirations, empowering you to maximize the potential of your financial resources.As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.
Our aim is to help you live your best life by enjoying full control of your financial well-being.
Experience and Expertise
Leveraging their over 150 years of combined experience working with corporate executives and senior managers, our founders designed Quotient Wealth Partners to offer in-depth insights into the sophisticated needs and challenges of affluent individuals and their multigenerational families. Our overall approach to wealth management is highly process oriented. Through attentive listening, our advisors attempt to fully comprehend our clients’ circumstances, concerns, and ambitions.
We believe this approach fosters a relationship based on trust and respect and emphasizes educating clients and their families on the various financial options and opportunities they face. We utilize a combination of human decision-making and innovative technology to swiftly identify and carefully develop specific solutions that are tailored to suit individual client needs and goals.
Preparing Today for Tomorrow
Specializing in retirement planning, we look to replace clients’ concerns about the future with confidence in a clear and effective financial plan. We work closely with pre-retirees, active retirees, legacy retirees, and corporate employees, recognizing that each of these clients requires tailored financial planning strategies.
For pre-retirees, we focus on benefits planning, tax mitigation strategy, equity planning, and designing a comprehensive retirement savings plan. We assist clients in navigating complex HR processes at their companies and help them prepare for a stable and secure financial life post-retirement.
For retiree clients, we strive to help them recreate their paycheck, optimize their taxes, and guide them through market fluctuations. Our solutions include tax-smart distribution planning, healthcare planning, family education and communication, estate planning and wealth transfer.
Education
University of Haifa, History
Hobbies and Interests
- Family
- Golf
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Living in Retirement
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