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  • 200 Summit Lake Dr., Suite 360 Valhalla, NY 10595-1338 O: 914.236.1200 F: 914.469.0802
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Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
Summer market signals: tariffs, tax cuts and Treasury yields
5/23/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Read
Summer market signals: tariffs, tax cuts and Treasury yields
5/23/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Tailored lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.

Markets & Investing
Read
Growing U.S. debt – trouble ahead?
5/19/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
Market turnaround raises question: Where do we go from here?
5/16/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Market turnaround raises question: Where do we go from here?
5/16/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
A universe of potential opportunity lies beyond the public markets
Technology and trends have made individual investors an important part of the private market.
Markets & Investing
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QuantumView Wealth ManagementQuantumView Wealth Management

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  • 200 Summit Lake Dr., Suite 360 Valhalla, NY 10595-1338
  • O: 914.236.1200
  • F: 914.469.0802
  • Map & Directions
  • Map & Directions

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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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