Jon handled both my husbands and my retirement plan/planning before we even retired. Glad to have him manage my accounts and keep me informed of what’s occurring that may or may not affect my balance. Thanks Jon!

Matt has been my financial planner for quite some years now, and I rely on him and Quotient Wealth Partners for portfolio management, tax advice, and other forms of financial planning as a retiree. I would not hesitate to recommend him to others who seek top drawer financial planning services.

We have been advised by Jared for several years now after researching and interviewing several advisors and companies. Jared listens to your concerns and considerations and develops a plan that works. He has helped us with everything from financial advisement and management, tax planning, estate planning, and moving into retirement. I can reach out to him at anytime with questions or wants and get immediate answers.

Matt has been extremely helpful, responsive and insightful. Always ready to help and/or explain what their recommendations are and what is best for our family. Most recently, Matt has helped work through some tax return issues to help resolve the potential need for having to make an estimated tax payment. Most importantly, Matt has remained in constant contact with me over the years since our first encounter and discussion, prior to us becoming a client. This demonstrated to us that he was truly interested in how we are doing and his desire to assist us in the best way possible, even if we didn't become one of his clients. I highly recommend Matt for his knowledge, expertise and interest in the wellbeing of his clients.

I have known Jared for 7 years now during my pre-retirement years, transitioning into retirement, and now during my retirement years. Throughout this time period he has proven himself to be a very knowledgeable financial advisor who treats my wife and me as if we were his only clients. He has an extremely good understanding of the various compensation programs of the companies within the energy industry, and knows how to tailor your specific goals and risk tolerances into a sound investment strategy. He takes the time to explain the rationale behind each of his investment strategies and recommendations, including the risks, tax consequences, pros and cons involved, and how they will affect your financial portfolio and goals. Jared has a proven record of high integrity, looking after our financial interests rather than trying to enhance commissions over a client's best interests as some financial advisors have done. We have been extremely pleased with Jared and would highly recommend him to anyone looking for a knowledgeable, reliable, sound, caring, and ethical financial advisor to help build, manage, and maintain their financial portfolio.

I’ve been working with Markham for over a decade now and can tell you he puts his customers needs at a very high level. He listens, asks thought provoking questions and offers guidance to make sure your financial portfolio is on track to meet or exceed your expectations. Joe and the rest of the team are phenomenal as well. I truly feel like I’m working with family members as they are so attentive and considerate with my time and financial goals plus schedule check in meetings with me through out the year. If you want a team that will take care of you this is the one to call. I appreciate all you all do. Thank you very much.

We highly recommend Matt Bennett and Quotient Wealth Partners. We were a client of the (now retired) original founder of what became quotient when he ‘cherry-picked’ matt to be his replacement. He said Matt would be a good replacement, would be great representative for his clients and the firm. Given time to watch, we wholeheartedly agree. Like all good money managers, Matt is financially knowledgeable, trustworthy and personable; but even more, he is very insightful into the inherent needs of his clients. Another good test is the quality of a manager is their local and support people around him: Angela Mendoza (administration) and Tim Harder (portfolio management) are excellent.

We have had Brandon Ross, and his dedicated team of Financial Advisors at Quotient, provide me and my wife expert portfolio management advice from the onset of my retirement from Chevron Corp. back in 2021, over 4 years ago. Our business relationship started when Brandon worked for Goldman Sachs Wealth Management, and has continued successfully following the foundation of Quotient Wealth Partners (QWP) Brandon and his team have excelled from the start by helping us model and build a robust investment portfolio, fit for our life long goals, risk profile and objectives. In only four years, our Quotient portfolio allowed us to ride the difficult and uncertain COVID and post-COVID times, leading to a remarkable composite portfolio growth in the last 15 months of over 12%-15%. Brandon, and our trusted Financial Advisor Anthony Love, have truly teamed with us to optimize our portfolio, tweak asset mixes when needed and as needed, dial up and down our risk exposure, and suggest new and innovative investment options to capture our thoughts and aspirations. They listen carefully, provide ample face time, always accessible and never rushed, and genuinely live their mission as fiduciaries and protectors of our financial interests, all these with a distinct human touch. We thank Ross, Anthony and all the other Quotient team members for their great service and wish them continued success.

Matt has been our advisor and helped us through the decision process related to retiring from ExxonMobil a few years ago. Matt has worked diligently to plan with us to meet our retirement goals. Their strategy of balancing risks and growth is working. The predictive modeling tool that looks at expense assumptions over time in various market scenarios has been particularly useful. Matt is quite adept at running us through these cases at quarterly meetings. I highly recommend Matt and the Quotient team.

Jonathan has been my financial advisor since I retired 13 years ago. After working for 38 years, I needed a financial advisor to manage and grow my retirement portfolio. Jon has proved to be a trusted advisor that has grown my nest egg based on my risk tolerance. He and this team have educated me on a wide variety of investment products and have implemented an investment strategy that has proven to be successful. In addition to growing my portfolio, he has provided tax guidance, retirement income planning and a charitable giving strategy that minimizes taxes. He also helped us realize that we are in our "GO - GO" years and that we can afford to take trips that we've had on our "Life List" for a long time. We now have a trip booked and look forward to the adventure!

We have been working with Matt and his staff for a couple of years now. We so much appreciated his knowledge and demeanor as we navigated retirement. He always makes sure we are comfortable with our decisions and makes himself available when have questions (and there were many!) We can’t say enough! Matt is an excellent advisor and he truly cares about his clients.

I have been working with Matt for at least six years and couldn't be more pleased. With all the market ups and downs we have "stayed the course" with a sound strategy, execution and very favorable results. Matt is professional, thoughtful and pleasant to work with. His advice and company resources are excellent. I highly recommend Matt as your financial advisor

My wife and I have been working with Matt and his team essentially since I retired from ExxonMobil several years ago. I couldn't be more pleased with the service and professionalism that Matt provides. These past few years have had their ups and downs and whenever we've had questions, the Quotient team has been readily available and prepared to provide a complete overview of how we're doing. Even during recent uncertainties, I'm confident that we are in good hands. Even though we no longer live in the Houston area (Virginia now), it makes no difference, since communication tools have gotten quite good, especially in recent years.

We started working with Matt in 2020 based on very high recommendations from close friends and co-workers. From the beginning, we have felt very comfortable and confident in his ability to help us meet and secure our financial goals for retirement and beyond. He and his team have been amazing and have walked us through every step of our journey. His knowledge and experience, along with his expertise and friendly personality, have put us at ease the entire time. We meet with him twice a year for our review, and he is patient with all of our questions and concerns every time. He takes his time with us, talks very easily, and often makes great recommendations for our financial goals. We feel extremely comfortable that he has our best interests at heart and have definitely recommended him to family and friends. We are very grateful to have Matt and his team overseeing and managing our accounts.

Almost 10 years ago, I was looking for a new financial advisor, and I found James (at a previous firm). James worked with me for a few years as I neared retirement, and I have been with him ever since, staying with him through two firm changes. James has provided periodic reviews which always cover short term recommendations and longer range simulations. His recommendations are provided with sound logic, but he will also not insist or push if I am not comfortable with any proposed changes to my portfolio.

I have know Jonathan for over 12 years and my wife and I have been his client since I retired 10 years ago. We selected Jonathan not only for his technical competency but also for his ability to explain technical matters and terms in ways we both could understand. A couple of other elements in our selection process was someone younger than us (we wanted our advisor to be sharp when we might not be) and someone that my wife would be comfortable with if I was not around. We have been pleased with the team he has assembled thru the years and the advice and service received. I have recommended Jonathan to many of my former co-workers and some have selected him as their advisor.

Matt is great!!! He is always professional, straight forward and honest with his answers to our questions or concerns. Our dealings with Matt and his support team (Angelica & Matt Frost) assures us that we are in good hands and they have our best interest in mind!

When seeking an advisor, we had talked with a few who couldn't get past the "here's how great we are, here are our awards, and look at our performance!" I understand that you need to instill confidence in your clients, but they never got to the here's how we will help you or even how things worked. They never stopped selling! With James, he explained things in simple terms. I understood how the process works from A - Z from our very first conversation. The plan we ultimately established, the strategies we would follow, and how we would make course corrections, when necessary, etc. We discussed risk tolerance and our long-term goals. James is very easy to talk to, patient, listens well and is very responsive! We have been satisfied with our experience and overall performance working with James thus far and look forward to many more years!

Jared has a deep understanding of my employer's complicated retirement plans. That knowledge was very helpful during my retirement transition and provided confidence that I was making the correct decisions and elections all at the appropriate times. His investment strategies are sound and optimize value with correct regard for risk and tax implications. Jared and his team efficiently handle client matters and discussions. Jared always puts clients first, which has created his well-deserved loyal client following.

Matt has been our Financial Advisor for many years, and we put our trust in his expertise and knowledge to keep us on track. We look forward to many more years with Matt and his team. Also want to mention Angelica who is always on top of things in the office and the new Matt as well.

Jared's experience working with long-term Energy Industry professionals fits well with our circumstances. He gives sound advice and brings other specialists to bear for our specific situation. Besides portfolio management, we follow advice on yearly Roth conversion amounts so we will be tax efficient when RMD's kick in.

We have been working with Bruce for a couple years and from the jump he has made us feel extremely comfortable with the process and his expertise. Bruce and his staff are always available if we need or have questions. Could not be happier

The key point about Matt is that he listens to your needs and concerns about your finances. His recommendations are carefully formulated to address your needs. I trust him with my financial future.

Jared advised me in the planning phase of my pre-retirement years, successfully navigated the transition to invest my retirement savings, and created tax-efficient spending strategies in my retirement years. He is extremely knowledgeable, professional, experienced and courteous. He is an attentive listener, insightful, ethical and has earned my trust and confidence.

We just started working with Jonathan and Quotient late last year. We're approaching retirement and were interested in help with our finances, tax planning and insurance. It's been an excellent experience which has provided some good assistance as we prepare for the next phase of our lives. The whole experience has helped us feel more comfortable with our retirement plans. My wife and I have been very pleased with Jonathan, Anthony, and Colin at Quotient.

Have been with the firm through sever iterations since 2013. Matt was helpful with information and advice, not required to help with a family member's tax issues

Matt has been my financial advisor for over a decade. He is always willing to take time to review my account with me and explain issues that may impact it. I appreciate his expertise and enjoy our chats. He and Angelica always provide prompt responses to my questions and requests.

James Warburton is an incredible listener who sincerely cares about our family’s goals and delivers excellent management of our portfolio. His skilled guidance for more than six years has allowed myself and my wife to successfully transition from the workplace to a comfortable retirement. James is a caring advisor and we greatly appreciate and value his management and the kind and considerate person he is

I've known Bruce Fitzsimmons since 2010. He has guided me financially over the past 15 years and I have absolutely no complaints. We meet on a quarterly basis to discuss trends and recommendations. Bruce has always and continues to give me sound advice because he takes the time to fully understand my short-term and long-term goals. He is always available for counsel and easy to work with. Bruce Fitzsimmons gets my vote!

I’ve been working with Matt for about 10 years, both while working a hectic career and now in retirement. He has always been responsive, thoughtful, and provided excellent service and financial advice. I appreciate that he has brought products to my knowledge (e.g. private credit) that I was not aware of and helped me integrate them into my portfolio at appropriate levels

I have known Bruce for over 10+ years. Based on his knowledge, expertise and guidance, my investment portfolio has allowed me to retire earlier than I expected. Bruce is honest and clearly explains the market trends so I am fully aware of what is going on. His financial recommendations have helped me over the years and allowed me to plan accordingly. Bruce and I meet on a quarterly basis to review my portfolio and how the market is doing. He is always available if something comes up where I need his guidance and/or recommendations. I highly recommend Bruce and his team to manage investment portfolios.

I have been a client of Jon's since retiring in early 2021. Even before becoming a formal client, Jon was willing to offer investment advice to me. Jon and his team have provided outstanding services including assisting with the completion of my retirement papers, rolling over and consolidating various financial accounts to a single entity, advising on tax planning and tailoring an investment portfolio that meets my long-term financial goals and risk tolerance. I truly appreciate that Jon and his team are always willing to take the time to listen to any concern and clearly answer all of my questions. There is no question that Jon and his team are talented investment professionals, and I could not be more pleased to have Jon and his team managing my finances.

We have been very satisfied with Matt and Quotient Wealth partners. He and Angelica have been very responsive to any request that we have asked of them, providing a timely response to any questions or requests that we have made. We trust Matt to provide what he thinks is the best advice for us and our financial future. We are invited to meet with them on a regular basis so that they can provide any additional information that might be of interest to us. Matt and the team provide forums for the sharing of information and answering of questions for clients.

I met Markham Hawkins in Dallas where I was employed by Texas Instruments. Markham specialized in investment and retirement planning for TI employees and retirees. It was great to have an adviser who was so knowledgeable about all of my income and retirement details. Through happenstance and luck Markham moved to Denver the same year we moved here to be near our daughters and granddaughters. We have followed Markham to Quotient and now he is continuing to advise us during our retirement. This continuity of advice has been so valuable. I look forward to advice from Markham as our finances evolve in coming years.

Matt is the epitome of professionalism. He is extremely knowledgeable of his products and continuously educates us. We are extremely grateful and fortunate to have him watching out for our well being not only professionally but on a personal basis. Anytime someone near retirement asks for direction on a financial advisor, we are quick to point them in Matt's direction. He is the best financial advisor we have ever had. We trust our finances with Matt at the helm!

We have been with Brandon and Matt for 10 years. We like the conservative investment management approach they tailored for us and the ease of having Matt handle all our requests like setting up and scheduling funding of education accounts for our grandkids. We appreciate that Matt is customer oriented, responsive and always has time for our questions or requests for advice. Matt reviews our investment strategy and approach with us regularly and we are always impressed by his detailed knowledge of our accounts, investments and tax situation. We could not be happier and feel better about the management of our retirement investments.

Matt and Angelica are quick to respond to questions we have about our accounts. They strive to give us the information or find the answer. We are pleased with their work and happy with the results.

My family and I have trusted James with our financial services needs for more than five years. James and his team helped me evaluate all considerations of retirement planning as I began to contemplate retirement. They also seamlessly guided me through the retirement process once that retirement time was right for me. What would normally have been a scary and apprehensive time in my life was made much easier with James' advice and guidance. James is extremely responsive and ensures that my financial and life-planning goals and objectives remain on track.

Like many people, my life is complicated. Matt was able to help me with that complicated situation and simplify my financial approach so that it gave me comfort and confidence but did not add to my load. I have been completely satisfied with the service, genuine, caring, and amount of attention Matt has provided. I recommend him with a whole heart. He is worthy of your trust.

I've worked with James Warburton for over 5 years. James skillfully guided me through the retirement and reinvestment process. Overall portfolio investment returns have met expectations thus far.

My wife and I are very happy with the financial advice, coaching, and expertise we receive from Matt.

I have had the pleasure of having Matt as my financial planner for the past five years. Throughout this period, he has been extremely diligent in finding the best investment options and designing a portfolio that fits our needs in retirement and secures my son's future financial well-being. Matt makes a concerted effort to keep up with our family situation, especially my son's needs for education and growth. He consistently provides a well-planned, diverse portfolio and offers sound advice on the level of risk for my investments, considering our family's unique situation. I have no reservations in recommending Matt to any of my friends.

Matt and Quotient are great!!! Matt is compassionate, great listener, customer oriented, well versed in his field of expertise, and a complete professional. He will always give you the facts while being straight forward and honest. When dealing with Matt and Quotient, you know you're in good hands and they have your best interests in mind.

James has been easy to work with over the last 8 years. He works to understand our needs and do what’s best for our family.

Matt has been wonderful in keeping my family informed on issues that concern our financial security. Matt is very good at analyzing our other assets and offers sound advice. I have recommended Matt to other neighbors that are looking to retire in the next few years. Matt is always on time and truly supports our needs. I am very happy with his support he provides.

We appreciate you Matt Bennett. Thank you for your guidance & being readily available to answer our financial questions. Looking forward to a lasting relationship as we enjoy our retirement years!

Matt consistently demonstrates professionalism and extensive expertise in financial markets and investment strategies. He provides us with comprehensive portfolio reviews and insightful recommendations. Matt is an active listener, offering personalized and perceptive guidance and fostering a strong, trusting relationship. We express our sincere gratitude for Matt's expert financial counsel regarding our pensions and investment portfolios.

Matt has been responsible for our retirement plans and our finances for approximately 5 years. We have been very pleased with his pragmatic approach and openness to share thoughts and ideas. Above all, Matt is trustworthy and honest.

I appreciate Matt's responsiveness to my questions and requests to move money. If I leave a voicemail, he usually gets back to me within a few hours. I trust Matt to give me good advice and can count on him to get things done on time.

Matt is a great individual and effectively communicates both across generations and all knowledge levels. My wife and son are less knowledgeable about investing and Matt has the ability to explain issues / investing options in a way they both feel informed and confident they are now and will always be taken care of. Matt has a broad knowledge of investment options and stays tuned to market changes. He took the time to understand my / my wife's risk tolerances and investing style, then tailored an appropriate portfolio as I transitioned into retirement.

I have had the pleasure of working with Matt Bennett on my finances for the past 9 years. I’m grateful for his assistance and financial acumen to ensure success for not only my future, but for my children as well. It’s a relief to know I had my finances in order upon retirement and that the Quotient Team are now looking after both my children and their spouses. Thank you Matt for all your sound advice and help through the years!

Matt has been our advisor for about 8 years, guiding all of our major financial decisions as we planned for and entered retirement. We meet with him at least twice a year to review our finances, discuss any upcoming expenses or changes, and understand how our financial decisions and external factors will affect us both short term and long term. Between visits, he’s just a phone call away to consult with us on purchases or any other financial concerns. We love his ability to explain complex things in simple terms. In short, we fully TRUST Matt with his expertise to take our money management worries away. As icing on the cake, he’s just a wonderful, warm person—friendly, kind, respectful, and takes a genuine personal interest in our well-being. He feels like family. And as a bonus, we enjoy very low fees. We would VERY highly recommend him and his wonderful, professional supporting staff to anyone in or planning for retirement.

Matta and Angelica were extremely responsive and thorough when liquidating some money for our recent car purchase. When a small issue occurred Angelica had a quick fix. It is always a pleasure working with Matt and his tea,

Matt has managed our finances for about 10 years. He is incredibly knowledgeable as well as good at explaining things I just don’t understand. He is also just an all around nice guy. We really enjoy our meetings with him. I am so thankful we found him from a fellow USAA colleague. He has given us true financial peace of mind.

Markham started helping me about 15 or more years before I retired. What impressed me the most was his focus on learning about me, my family and my retirement goals. He is a strong listener and professional communicator. He has proven himself as a man of integrity and kindness.

Markham was introduced to me by way of my company’s early retirement opportunity. At a time when I had to make several complicated financial and personal decisions, Markham possessed not just the expertise and tools to assist me but also the personality and compassion that made me feel I could trust his consultation. We have continued to build upon that trust for almost 4 years.

We have worked with James for nearly 10yrs. He has helped guide us through the retirement transition taking into account all tax obligations and future earnings. I feel comfortable with his guidance knowing he has our best interests in mind. The intelligence he receives and interprets, i.e. the soft landing after the recession scare, was months before it actually came to fruition. Recently the rebalancing of our accounts was a couple of months before the current market turmoil. His intel and foresight is invaluable. I have all the confidence in the world in James and his team. I highly recommend his services.

Jared has been managing my retirement savings for several years now and I'm very happy with his knowledge and reliability. He's very nice to work with, easy to get a hold of, and explains complicated financial topics very well.

James has provided excellent advice and guidance throughout the last few years of my professional career and into my retirement. He has provided a sound business plan to support conservative wealth management while effectively lowering our tax responsibilities. James can communicate complicated strategies in a straightforward manner. We have a great partnership. .

We’ve only been a client of Jared for about 9 months now, but during this time we have been through some unforeseen live changes and having Jared available to assist with financial decisions has been a Godsend!! Previously we had interviewed several financial advisors and didn’t see anything new we weren’t already doing ourselves, after one interview with Jared we felt confident this was the right decision; he lived up to our expectations! Jared always makes himself and team available, provides clear and practical advice and makes it easy to comprehend. The decision to go with Jared and his team has taken a lot of worry out of our lives. So grateful to have Jared as our financial advisor.

I am a retired corporate professional. I have been with Jared Davis of Quotient Wealth Partners a little over a year now. Jared helped me properly plan for my financial future including tax-smart distribution plan, Roth IRA conversion, retirement savings plan, wealth transfer, etc. Jared was very knowledgeable and reliable. He was also very quick to respond. I am fully satisfied with Jared's help in my financial decision makings.

Seeking an advisor is not an easy task nor should it be taken lightly. Sharing all your personal financial details (with no secrets) can be a leap of faith. The only way one can do this is to have compete confidence in their advisor. This comes with positive experiences over time. I have worked with James Warburton for over 10 years now. It started with an initial discussion to understand our financial goals and where we want to be. From there, the plan was developed and now we simply make those course corrections as markets and conditions change. I will admit I've been "talked off the ledge" many of times by James based on my emotional investing (panic) versus his calmness and data driven guidance. Long term vision is the key to investing and James brings this insight. Remaining in sync with market conditions, communicating in a timely manner, willing to have those ad-hoc calls but most important having genuine/sincere focus on my financial success are the reasons I trust and recommend James to those seeking this partnership.

Working with James has been a pleasure. He has helped me to consolidate a large portion of my assets into a professionally managed portfolio. This has taken a lot of worry out of my retirement. I look forward to many good years ahead.

James Warbuton is the best. A friend of mine introduced to me many years ago when he worked at United Capital. Always very honest, and helping his clients to understand the markets and where the money is invested. Great personality and easy to talk to. He’s a great addition to Quotient. TAR

He has helped my wife and I through retirement decisions and COVID uncertainty. These days it’s important to have a solid rock to fasten your financial ship to when the storms are constantly beating down.

I was introduced to James five years ago when I was offered an early retirement buyout by my former employer. James asked me about my risk tolerance and goals and we developed a plan on where I should invest my savings. James is a true professional. He is always looking out for my best interest. After speaking with James you can tell he cares about his clients. His staff is great and they always respond in a timely manner. I was in the insurance industry for over forty years and dealt with thousands of clients, attorneys, real estate agents, James is at the top of my list. The best thing about James is he is a great guy you can talk to and he knows is business. Give him a call you will not be disappointed.

Matt always makes time to discuss my portfolio. He has tailored my portfolio to meet my needs, He helped me transition from my XOM account to the Fidelity account. He listens very well and works effectively with his staff, namely Lauren who is also very helpful. He helped me establish an account for my daughter.

Brandon Ross, then Matt Davis, have been our advisors over a decade and had nothing but OUR interests and desires foremost in their approach to our financial future. Of course, we were guided in what makes sense for retirees who want to live a comfortable life without extravagances threatening that goal. Gentle, logical, experience-based persuasion is their approach. Our regularly scheduled (quarterly) meetings are held at our convenience, either remotely or in person at their office. Matt is well-prepared for those meetings, fresh with reminders of past decisions, and ready with short- and long-term recommendations for our accounts. Outside of the those meetings, Matt is responsive to our adhoc emails requesting advice on various financial topics, with a personal recommendation or one that comes from other members of QWP with specific expertise. We have been very please with the personal attention and account performance with Matt and QWP.

The team of Matt Davis and Brandon Ross has provided my wife and I with customized and prompt service for several years. They update us on our portfolio and provide very rapid response to our questions and requests for action. I whole heartedly endorse than as financial advisors.

I have been a client of Brandon Ross and Matt Davis for quite a few years. We originally started and developed our relationship when they were with United Capital. This was while I was employed in Houston. I am now retired, and continue to appreciate the financial guidance, support and investment insight that Matt and his team provide me in retirement. In addition, they are helping to prepare my tax return this year which is a nice added service. I plan to stay with Matt and the Quotient Wealth Team for the foreseeable future.

I've been a client of Jared's for several years now. He always listens to my needs/concerns, offers thoughtful suggestions, is easy to contact, and helped me navigate to retirement day. Talking with Jared is easy. He speaks in a way I understand. Jared is a great financial planner for me!

Have been a client for over 10 years and have been extremely happy with Jon’s service. He clearly puts the client above his own interests and has helped me with strategic investment challenges. He has even stepped in to help my young adult kids even though they are not clients. I have a great del of trust in his service and advice.

Jared and his team helped us create and implement a detailed plan to manage the extraordinary changes in our financial life as a result of retirement. I have worked with Jared for quite a few years to create a financial model and plan for us, and we followed him to Quotient. Because he understands our financial situation and goals in detail, he has been able to answer a myriad of questions and assist us on almost any related financial topic and helped us navigate our investments including: - Managing the rollover of our 401(k) to IRA. - Tax optimization strategies, particularly related to gifting and IRA distributions. - Helping us answer “What If” questions about retirement. Just about any question we have had, whether it be about taxes, investment strategies, strategies to help our adult children, or what kind of house can we afford in retirement, Jared has been a valuable adviser to us. Really he is like an honorary member of our family.

In 2016 after my retirement, my husband and I started investing with Brandon Ross and Matt Davis at United Capital, and continue with Matt as our trusted and reliable financial planner at Quotient Wealth Partners. We like Matt because he truly has our financial best interests in mind—for long and short term success. He’s knowledgeable, transparent, accessible, and we like him as a person. A big bonus is that be will patiently answer all my questions with easy to understand explanations. So far, a good relationship that we plan to continue for a long time.

We’ve been working with Matt since about 2015 with great success. When searching for a financial planning team, we were very impressed with how Matt went about the process. First understanding us as people, a family, and what mattered to us, not just what we should invest in. All that came later after we developed a strong relationship. This was unique in our search and sealed the deal. Performance of our assets has been stellar, and we love the regular contact afforded by Matt and the team. We sleep perfectly at night with confidence we are in good hands that care for us and are focused on their fiduciary responsibilities. No regrets.

I have worked with Matt for several years since I retired in 2017. My main source of income is the investments he manages. We have enough income and the account has actually gained value during this period. Matt is easy to talk to and willing to answer any questions about investments, taxes, donations, etc.

We have been working with Jared Davis and his team for the past several years. We're very pleased with Jared's knowledge, competency, and transparency with managing our portfolio. He is always available for any questions or concerns we have from 401 to IRA rollovers and 529 transfers. He tailors our portfolio to match our investment style and strategy and always has good advice and suggestions. Our confidence in Jared is further supported by the fact that we have moved our daughters' portfolios under his management. We look forward to continuing to work with Jared as we transition into retirement.

Matt has been very responsive to our financial needs as a retired couple. Since he has stepped in as Jon's assistant he has done a great job providing support and advice on managing our wealth plan. He supports us with insights on relevant current strategies for long term success. Responds to our needs when requested when we need him to.

A couple of years prior to my retirement from a major oil and gas company, and after a lot of background research, my wife and I chose to work with Brandon Ross and Matt Davis at United Capital as our investment advisors. Over the succeeding ten years (it’s been that long?) we have remained with them as their company has morphed from United Capital to Goldman Sachs and now to Quotient Wealth Partners. That, in itself, speaks to the degree of trust that we have developed in Brandon and Matt. Over that time, too, Matt’s skills, capabilities and responsibilities have grown, reflected in his ascension from Wealth Advisor to Senior Wealth Advisor and now Partner. At present, Matt is serving as our principal wealth advisor. We have elected to continue working with Matt for several reasons. The Quotient and Dynasty teams provide many tools and concepts to their clients, and Matt does an outstanding job of translating these, and any recommended strategies into “civilian speak” to my wife and me as non-professional investors. He then works with us to identify appropriate tactical adaptations to our portfolio that best fit both our long-term and immediate requirements. We meet with Matt biannually to review the state of our portfolio, go over potential choices, and map out our investment plans. However, Matt does not hesitate to respond at any time should we text him with a question or concern, or if any notable strategic changes need to be communicated from the Quotient investment team. Matt is diligent about following up on questions that he is unable to fully address during our discussions. And perhaps most importantly, although my company retirement earnings have provided the lion’s share contribution to our portfolio, Matt ensures that my wife, too, is equally involved in our investment decisions and planning. Beyond his technical acumen, we have found Matt to be a friendly and caring individual who is genuinely customer oriented. We always enjoy catching up on each other’s family activities before we get down to business during our meetings. All in all, we have been very pleased with Matt and Quotient and have every intention of sticking with them for some time to come.

I have been working with Matt Davis since 2021, I was referred to him by a friend, and he has been a trusted and reliable Financial Advisor. He has helped me to understand the market and how to invest my retirement money. Matt met with my wife and I and explained the different investment choices and helped us determine what was best for us. He looks at what the market is doing and makes good choices to grow our investments. He is always there when we have questions and is very friendly and knowledgeable.

Jared and his team do a good job of positioning your investments for growth, but remain consistent with your wishes as an investor. The firm pays close attention to trends and developments, and makes adjustments to client portfolios accordingly. Jared communicates well with me as a client. I can speak to him any time within a few hours of my initial call, sometimes right away. The additional services provided to clients, such as tax preparation, are also greatly appreciated.

Matt Davis is a highly skilled financial advisor with exceptional interpersonal abilities and extensive market knowledge. Matt is meticulously organized and possesses the remarkable ability to provide comprehensive and detailed information, ensuring that clients of all investment levels can confidently understand and trust their financial decisions. We wholeheartedly recommend Matt to any client seeking solid financial planning advice.

I moved my families investment portfolios to Jared two years ago, when he was with GS. I made the transition with him to Quotient soon after with a little unease. That feeling quickly faded and my confidence grew greater over the months and years in both he and Quotient. The factors that built that confidence were multi-fold. Jared was always available and quick to work with me on all matters. I appreciated his patience and commitment to my needs and him standing behind all commitments. There were always solid alternative solutions and investment strategies offered and executed to meet my needs for a balanced and conservative investment strategy.

I’ve been acquainted with Jared for about 7 years. From the first time we met I had a good, trusting feeling about him. He was pleasant and well prepared for our initial meeting. Since retiring almost 4 years ago we (my wife & I) have trusted Jared with our financial future. Although we can’t control the movement in the market, we can count on Jared and his team to keep our best interest in mind and recommend intelligent risk based investment strategies. In summary, we have been very pleased with Jared’s services and would highly recommend him as a financial adviser to family & friends.

Bruce meets with me on a regular basis to discuss the full range of issues that relate to my portfolio and my personal migration into retirement. He has developed a view of my cash flow over the next 3 years and proposed strategies for social security and the expected tax consequences of alternatives. We have a clear view of my resources and the expected growth over time. Bruce and his team are very helpful.

Matt Davis is outstanding as a financial advisor, reliable in every way. I fully trust in his sound (and well thought out) advice regarding my financial needs. He is very customer oriented, is a good listener and explainer, and makes himself available when I have special questions / needs --- and he does all of this very hospitably, professionally, and timely. I am confident that Matt has my best interest in mind regarding my financial needs. It is always a pleasure interacting with Matt.

Matt Davis is more than a financial advisor he has been a trusted friend. Before retirement we meet with numerous advisors but Matt was the only one my wife and I clicked with. One of the most important things to me was that my wife would be comfortable with our advisor in case something happened to me. Matt has always been responsive and offered excellent advise about how to invest our retirement funds that are in line with our risk tolerance. We are raising a grand-child and his knowledge about investing tax free for his future college expenditures has been most helpful. He is also aware of social security and tax implications that can occur from single large sum withdrawals. We love Matt and I don’t think you could go wrong with him as a financial advisor.

I have worked with Bruce for many years as he advised me about my plans to retire from Verizon. He has helped manage a substantial part of my investments. He listens and understands my concerns and goals. He makes himself available and is respectful of my time and opinions. I enjoy working with him and value his advice.d

We have been working with Matt for almost 7 years, we find that he extremely competent in financial planning and has managed our portfolio close to what we expected. He is very responsive to our questions and requests.

I have known and worked with Matt for more than three years. He provides excellent assistance in helping manage my financial portfolio. Matt is very responsive and if he doesn't know the answer, he is sure to find out. He explains concepts well and follows up with written summary to be on the same page with his client, me.

We have been with Jonathan for over 19 years, and have had a great experience the entire time. He listened to our goals and understood our level of risk. With this he and his team set up a portfolio that has exceeded our hopes and goals. We are very pleased with the amount of support that is always available when questions come up. We are very pleased with the team at Quotient Wealth Partners.

In 2021 after 22 years, I retired from Exxonmobil . There were many questions and insecurities about what tasks and efforts were required on my part to prepare for the brave new world of retirement. Leading up to this moment I had my "head down and butt up" exploring for oil and gas around the world and had not anticipated this next step in life. Several co-workers had recently retired and were taking a monthly pension from the company, but given the insecurity of inflation eating up a pension down the road; I asked around the office to find someone who was in the same boat as I was, and was fortunate to find a co-worker who was working with Matt Davis. I contacted Matt at his corporate office and he invited my wife and I to come down to his office for an introductory session. I had written up a list of questions for Matt and He also had a list of questions for us. Our meeting went well, we discussed: -Living expenses and requirements -Family situation -a Will - Benefactors in case something happened to me -Investment strategies and investment products -Inflation/recession and how to maintain and gain value in changing the economy/market -Yearly Disbursement and family events (marriage of children) -Taxes -Social Security My wife and I discussed our goals and provided these to Matt who was able to provide us with a diverse portfolio which has grown above the rate of inflation since our retirement. Matt has always been available, and we have bi-annual meetings to review our portfolio and discuss any questions/recommendations for change to be made as well as a look ahead as to our needs as well as investment strategies for the future, given the state of the economy. Matt is always available as our retirement/investment advisor. We can call or meet anytime on short notice and he will answer any questions and take any action that we may require. My wife and I are very comfortable with our decision to work with Matt and Quotient Wealth and highly recommend their services.

Some years back I was faced with a very unexpected decision - retirement. It came earlier than expected and I was unprepared. A co-worker recommended Bruce and it was great advice. Bruce has provided excellent counsel, guiding my Wife and I forward on a path that has proven to be appropriate and well planned out. He has NEVER not been there when his counsel is needed.

Since Magda retired from Bechtel, Matt has been our retirement portfolio manager! With my retirement from ExxonMobil recently, it was obvious to continue with Matt as we found him caring, transparent, available, responsive and enjoyed a continuous portfolio performance. A truly trustworthy financial advisor! Thank you, Matt!

I have had the pleasure of working with Jonathan and his staff for over 10 years, and I can say without hesitation that they are one of the most outstanding financial professionals I have ever encountered. From the very beginning, Jonathan has demonstrated an exceptional level of knowledge, integrity, and commitment to helping me achieve my financial goals. One of the things that sets Jonathan and his team apart is their ability to take the time to truly understand my personal and financial needs. Whether it’s retirement planning, investment strategies, or tax optimization, they always offer thoughtful, tailored advice that aligns with my long-term objectives. I never feel rushed during our meetings, and I always leave with a clear understanding of the next steps. What I appreciate most about Jonathan and his team is their unwavering transparency and trustworthiness. They explain complex financial concepts in a way that is easy to understand, which has been invaluable to me in making informed decisions. They also stays up-to-date on the latest market trends, tax laws, and investment opportunities, ensuring that my portfolio is continually aligned with both my goals and the market landscape. Over the years, Jonathan and his team has not only helped me grow my wealth but also provided invaluable guidance during uncertain times, offering reassurance and sound advice that has enabled me to stay focused on my long-term financial success. Their strategic insights and proactive approach have been critical in navigating some of the more challenging financial environments, and I’ve always felt confident in their recommendations. In addition to their professionalism, they have always been incredibly responsive, ensuring that I have access to the information I need whenever I need it. Whether via email, phone, or in-person meetings, they’ve consistently demonstrated an exceptional level of client service. I wholeheartedly recommend Jonathan and his team to anyone seeking a knowledgeable, trustworthy, and dedicated financial advisor. Over the past decade, they’ve not only earned my respect but also my complete confidence in their ability to manage my financial future.

I have had Jonathan as my financial advisor for five years. During our initial meetings I found him to be open to questions about his background as a CFP. He clearly stated his successful work history and future plans. He inquired about my goals after retirement and understood my desire for a conservative portfolio but, also being agreeable to taking advantage of opportunities when presented. I would recommend Jonathan and the other members of his team at Quotient Wealth Partners.

Jonathan has done a great job managing our finances for the last 8 years, both before and after retirement. He clearly explains what he is doing, and the financial results have been extremely good for us. We particularly like how he factors in not just investment decisions, but also effects on taxes, social security etc. We highly recommend Jonathan.

Jonathan has been my financial advisor for over 23yrs. In that time frame my portfolio has more than exceeded the market trends. He and his team have been extremely knowledgeable of business events and their impact in the markets. They excel at recommending actions based on changing business events coupled with personal lifetime changes. I feel very fortunate to have them managing my holdings and helping me prepare for my upcoming retirement in the next couple of years.

Working with Jonathan for the past 20 years has been an absolute game-changer for our financial future! From the very first meeting, he has demonstrated a deep understanding of financial planning, investment strategies, and wealth management. Additionally, his insightful advice tailored to our specific needs and unwavering commitment to our financial goals have exceeded our expectations. He has taken the time to listen and prioritize our goals. Thanks to his expert guidance, we feel more confident and secure about our financial future.

Jon is a great advisor. He always find time to meet with Clints and to explains his strategies in investing their money according to the risk they are willing to take. I know few of his clients.

Jonathan Blumenthal and his team have been managing my financial needs since 2011 and I have been very pleased with the support and results to date. He has earned my respect & confidence with the goal of keeping my retirement financially viable. Greatly appreciate his support & efforts. Highly recommend

Jon’s gotten to know us and has been a very responsible fiduciary for us and our money. Since the move to Quotient, his support team has gotten even better.