Quintus Financial Services

Financial planner in Englewood, CO (show on map)

5.0

★★★★★

2 reviews

Quintus Financial Services is a comprehensive financial services firm in Englewood, CO offering wealth management, retirement planning, estate strategy, and investment services.

Call (303) 660-4141

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About

Quintus Financial Services is a comprehensive financial services firm founded by Grier Laughlin in 2008. Based at 385 Inverness Parkway Suite 160, Englewood, CO 80112, the firm provides objective information and creative strategies for clients.

Advisors include Chester Wallace (Managing Partner, 20+ years experience) and Dan O'Leary (focus on retirement planning, 22 years experience). Amanda Silkwood serves as LPL Registered Sales Assistant. The firm works with individuals from young professionals just starting out to seasoned investors looking to optimize their portfolios. Services include wealth management, retirement planning, estate strategy, Section 529 plans, and business strategies. Securities and advisory services offered through LPL Financial, a registered investment advisor. The firm specializes in pre-retirees, small business owners, working professionals, and families.

Founded in 2008 by Grier Laughlin

Over 20 years of experience in Chester Wallace and 22 years in Dan O'Leary

Three-step Wealth Management Process (Discover, Develop, Deploy)

Working as independent financial service professionals for personalized service

Securities and advisory services through LPL Financial (FINRA/SEC registered)

Works with clients from young professionals to retirees

Services

Wealth Management

Portfolio construction and risk management to help clients build and preserve wealth.

Portfolio construction Risk management Asset allocation

Financial Planning

Comprehensive financial planning to address unique financial needs at every stage.

Financial planning Goal setting Strategy development

Retirement Planning

Retirement planning and analysis to help clients prepare for their most important financial milestone.

Retirement analysis Pre-retirement planning Retirement income strategy

Estate Strategy

Strategies for every phase of life to help clients preserve and transfer wealth.

Estate planning Wealth transfer Legacy planning

Section 529 Plans

Education savings plans to help families save for future education expenses.

529 plans Education savings

Peak-Career Services

Wealth-building strategies for professionals in their peak earning years.

Peak-career planning Wealth building Income maximization

Credentials & Certifications

Securities and Advisory Services through LPL Financial (Registered Investment Advisor)

Member FINRA & SIPC

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What services does Quintus Financial Services offer? +

Quintus Financial Services offers wealth management, financial planning, retirement planning, estate strategy, Section 529 plans, and peak-career services. They work with individuals from young professionals to retirees.

Where is Quintus Financial Services located? +

Quintus Financial Services is located at 385 Inverness Parkway Suite 160, Englewood, CO 80112. Phone: 303.660.4141, Fax: 303.660.5858.

Who founded Quintus Financial Services? +

Quintus was founded by Grier Laughlin in 2008 with Amanda Silkwood. Grier worked as an investment advisor at Amfirst Bank before founding Quintus. He tragically passed away in 2011 but his vision continues through current leadership.

Who are the current advisors at Quintus? +

Chester A. Wallace (Chet) serves as Managing Partner with over 20 years of experience. Dan O'Leary focuses on retirement planning with 22 years of experience. Both are registered representatives providing securities and advisory services through LPL Financial.

What is the Quintus Wealth Management Process? +

The Quintus Wealth Management Process has three steps: (1) Discover — getting to know the client, their finances, and goals; (2) Develop — mapping out a financial strategy based on goals, time horizon, and risk tolerance; (3) Deploy — keeping the financial blueprint on track through life changes and market volatility.

Do you work with small business owners? +

Yes, Quintus works with small business owners offering business cash management and retirement plan services. They also offer Quintus Corporate Strategies for companies needing asset management.