Empowering multigenerational families to dream big

When envisioning your future, you deserve a financial planning partner with the extensive vantage point, resources and capabilities to serve any need.

Quantumview wealth management is here to help you transform your vision into opportunity.

A Multigenerational Mission

Our primary focus is to craft bespoke investment strategies that helps preserve, grow and transfer wealth across generations, creating lasting legacies with expertise and trust.

Discover our difference

Meet your team

Jak Cukaj
Jak Cukaj, CFP®, ChFC®, APMA™
CEO, QuantumView Wealth Management Private Wealth Advisor
Neal Siena
Neal Siena, CIMA®
President, QuantumView Wealth Management Private Wealth Advisor
Adam Sloane
Adam Sloane, CFA®
Senior Financial Advisor
Elissa Levy
Elissa Levy
Client Service Manager
Maura Fronio
Maura Fronio
Client Service Manager
Will Longing
William Longing
Financial Advisor

Responsive Approach

Whether you’re looking to preserve your wealth or strengthen your legacy, our strategic approach draws on trusted techniques that evolve with your needs, goals and aspirations.

Goal-oriented process

We have a structured process from plan setup to implementation, helping ensure the financial guidance you receive is designed with a long-term focus.

Credentialed guidance

We believe you deserve high-end, strategic guidance. Our team’s qualifications help ensure you benefit from a knowledgeable, specialized experience.
"You want the best for yourself, your family and your organization. We couldn’t agree more."
The Quantumview team

Information & insight

Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Evaluate your retirement beyond health and wealth.
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Retirement & Longevity

Customization that serves the multifaceted needs of private wealth.

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Markets & Investing
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. QuantumView Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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