Bruce F. Fitzsimmons
Our Best Work. Your Best Life.
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Serving Clients Nationwide
Our Best Work. Your Best Life.
Areas of Focus
- Coaching
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Bruce F. Fitzsimmons
Bruce F. Fitzsimmons is a Partner and Senior Wealth Advisor at Quotient Wealth Partners, where he thrives on nurturing robust client relationships and guiding them towards the realization of their financial aspirations.With a keen blend of analytical prowess and a wealth of industry expertise, Bruce excels in interpreting the complexities of the financial landscape for his clients. His commitment to simplifying intricate financial matters extends to advising on multifaceted financial issues crucial for achieving long-term goals.
He specializes in cash flow analysis, pre-transaction planning, estate and tax planning, risk management, wealth transfer, and charitable planning.
Possessing over 16 years of experience as a Vice President and Financial Advisor at a leading RIA, Bruce brings world-class expertise and knowledge to the firm. He holds a Bachelor of Science in Business Administration and is a devoted family man, cherishing moments on the ski slopes with his wife Susan and their two daughters, Emma and Julia.
Primary Location
44 Whippany Rd. Suite 107 Morristown, NJ 07960
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 Quotient Wealth Partners
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
Centenary University, Bachelors of Science, Business Administration
Hobbies and Interests
- Family
- Skiing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Living in Retirement
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A professional with a down to earth straight forward approach
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
Bruce Fitzsimmons gets my vote.
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!
Knowledgeable & thorough
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.
Bruce is a patient and thorough counselor
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.
Bruce has been available, insightful and respectful.
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
Trust, Guidance = Bruce Fitzsimmons
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.
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