QuantumView Wealth Management

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Advisors

Michael W Kane

Michael W Kane

CRPC®

Financial Advisor

Vice President of Adelson Group
Visit Michael W Kane's website
Neal Siena

Neal Siena

CIMA®

Financial Advisor

President of QuantumView Wealth Management
Visit Neal Siena's website

Team

Marley Gutenplan

Marley Gutenplan

Operations Director,

Financial Planning Specialist
Bubly Sethi

Bubly Sethi

Client Relationship Manager

Victoria Garito

Victoria Garito

Financial Planning Specialist