QuantumLeap Wealth Management is a comprehensive wealth management firm. Our primary services offered are investment management and retirement planning. Our total compensations are derived solely from client management fees and services rendered.
We develop globally diversified portfolios for each of our clients using a combination of equities, low cost and tax-efficient index funds, mutual funds, and ETFs. The driving forces behind our investment strategy are discipline, tax-efficiency, competitive returns, diversification and protection of principle. Portfolios are managed to adapt to changing economic conditions, tax considerations, cash-flow needs and the client's personal situation.
Investment execution only takes place after we have clearly defined a client's objectives and have placed them on a path to realize those goals.
A note from Thipp Ratsaboutseua, President:
"I have learned that wisdom comes from experience and experience is gathered over time. Over the last 17 years, I have seen and worked with most of the technical issues people face in developing investment plans. But most importantly, I have been part of our clients' lives. I have seen the joys and challenges of wealth. I have experienced births and deaths, nursing homes, divorces, retirements and layoffs. I have witnessed the best and worst of families, the ups and downs of the stock markets, the round trips, the comings and goings of trends and fads. I have seen goals achieved and opportunities created that no one thought existed. I have seen good and bad investments, some I experienced first hand. Through all of this, I have learned the importance of being technically strong, disciplined, and trustworthy and to be of uncompromising integrity. I am proud to have formed, and to be part of, a firm which has these principles at its core."