Wealth Management for Successful LGBTQ Professionals
Founded by a Harvard MBA, Quiet Wealth helps high-achieving LGBTQ professionals and business owners achieve their financial and life goals.
Quiet Wealth is based in the Baltimore, MD - Washington, DC area and serves clients across the United States.
Quiet Wealth’s Approach to Wealth Management
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What Quiet Wealth Does
Quiet Wealth provides comprehensive financial planning and investment management services to successful LGBTQ professionals. Quiet Wealth helps these individuals design and implement plans to help them achieve their life goals.
Quiet Wealth provides two engagement options for new clients: (i) a one-time planning engagement for those with less complex planning needs; and (ii) continuous advisory and investment management services for clients with more complex planning challenges.
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Typical Client Profile
Quiet Wealth typically works with professionals and business owners aged 40-65 who seek to implement financial plans to achieve their goals for their working years, retirement and legacy. In particular, we help these clients with financial challenges related to retirement planning, tax planning, family planning, and estate planning.
Most of Quiet Wealth’s clients have at least $200,000 in household income or $750,000 of investable assets across their brokerage and retirement accounts.
While Quiet Wealth focuses on serving the LGBTQ community, 1/3 of the firm’s clients do not identify themselves as part of the community. Quiet Wealth welcomes all professional households looking for comprehensive financial and investment advice.
Meet Lindsey
Lindsey Young, CFP®, the founder of Quiet Wealth, discusses why she started a wealth management firm catering to successful LGBTQ professionals
Why Choose Quiet Wealth?
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LGBTQ-Focused Financial Planning Practice
Quiet Wealth embraces the diverse lifestyles of the LGBTQ community and has the expertise to address financial planning considerations important to LGBTQ households.
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Strong Focus on Ethics in Our Financial Advice
As a fee-only financial advisor, Quiet Wealth is obligated to act as a fiduciary and to solely provide advice that in clients’ best interest.
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Comprehensive Approach to Financial Planning
Quiet Wealth provides a plan that addresses all aspects of clients’ financial lives, including investments, retirement planning, insurance planning, tax planning and estate planning, to make sure that all the pieces are working to achieve your goals.
Latest Insights from Quiet Wealth
Financial Planning Service Offerings for Individuals and Households
Quiet Wealth offers two services to meet the needs of a variety of client situations
Financial Planning Projects are fixed-fee engagements that typically last approximately five months and enable households to create and implement a comprehensive financial plan.
Financial Planning Projects are ideal for households who have the following attributes:
High-income households that do not yet have sizable investment accounts
Households with common financial planning issues and challenges
Ability and desire to self-manage investments
Financial Planning Project
Ongoing Financial Advisory Service
Quiet Wealth’s Ongoing Advisory Service provides continuous financial planning and investment advice and is most appropriate for households with complex advisory needs.
The Ongoing Advisory Service is ideal for households who have any of the following attributes:
At least $500,000 in investable assets outside of company retirement accounts
Ongoing, highly-complex financial planning needs or small business ownership
Desire to have an adviser manage investments on an ongoing basis