Austin, Texas (PRWEB) October 23, 2007
Shane Moore and David Rust, formerly of JPMorgan Private Client Services, are pleased to announce the founding and launch of Quartz Financial, an investment planning and wealth management firm. Quartz Financial is an independently owned and operated branch office of Linsco/Private Ledger (LPL), the nation’s leading independent brokerage firm.
Long-time Austin residents, Moore and Rust have over 30 years of experience providing financial planning, investment and wealth management strategies to some of the area’s wealthiest families, endowments, and businesses. The firm was created on the belief that investors deserve experienced and objective financial guidance in a clear, consistent, and transparent environment.
“We’ve always believed that our industry can do so much more to simplify and clarify the investment and planning process in a very cost effective manner,” said Moore. “Quartz symbolizes clarity, strength, and transparency, all of the qualities we vow to follow with our clients.”
“Life changing events can seem overwhelming, financially as well as personally,” said Rust. “Whether it is changing jobs, planning for retirement, selling a business or managing an inheritance, it is vital to partner with a trustworthy team that has the experience to help you clarify your goals and design a financial strategy to support them.”
About Quartz Financial
Quartz Financial provides comprehensive wealth management services to business owners, executives, professionals, physicians, retirees, and other successful clients. The Firm utilizes a team approach in analyzing and planning a client’s investment portfolio, estate plan, cash flow, and retirement. In addition to affluent client services, Quartz provides investment consulting for foundations, endowments, and corporate 401k plans.
Quartz Financial is located in Triton Plaza west of Capital of Texas Highway at 7035 Bee Cave Rd, Suite 101. Office hours are 8:00am - 5:00pm, Monday through Friday, and by appointment. For additional information about Quartz Financial, visit http://www.QuartzFinancial.com.
LPL has ranked first among independent broker/dealers for 12 consecutive years by Financial Planning Magazine (June 1996-2007, based on revenues). With headquarters in San Diego, Boston, and Charlotte, LPL has over 1,500 staff assisting independent offices and financial advisors with back-office support, including technology, research, operations, and compliance. LPL is the broker/dealer of record for more than $124 million in client assets. For additional information about LPL Financial Services, visit http://www.lpl.com.
Patti D. Hill
patti @ blabbermouthPR.com
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