Quinn Wealth Strategies, LLC

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to help
New York Life is dedicated to serving professional advisors
Bring your career to life
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with you
We have the answers... and we're happy to share
We're right here
with you
Great Rewards

Learn how great rewards begin with
the first step.
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What do you want
to do?
Bring your career to life
We have the answers... and we're happy to share
Bring your career to life
We're in this together
You planned for
her arrival

Plan to always protect the ones you
love most.
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It all starts with you

Financial Strategies for Your Life and Legacy

We provide innovative financial solutions to family-oriented professionals. Working closely with our clients to prioritize their financial objectives, we aim to deliver a strategy that will help them achieve their goals now while planning for the future. By building long-term relationships with our clients and their trusted advisors, we are able to help provide comprehensive protection for their wealth and their legacy.

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Success for the Present and Power for the Future

Successful professionals know that their money has power beyond building personal wealth, but it can be challenging to find the balance between current financial opportunities and security for the future. Here at Quinn Wealth Strategies, we help family-oriented professionals prioritize their financial goals to develop a plan that aligns with their lifestyle while allowing them to create a legacy for the people and things they care about. Whether your goal is to prepare for your next business venture, support a charity close to your heart, or leave a legacy for future grandchildren, we will help you create a roadmap to guide your finances on the path to success.

Mike is a CERTIFIED FINANCIAL PLANNER^® with 15 years of experience in comprehensive financial planning and venture-specific advisement. We know you’re busy changing the world (or at least your part of it), and that’s why we take the time to discover opportunities that maximize and protect your wealth. When you want to check in, you can view your budget and financial gains on our comprehensive eMoney Dashboard whenever it suits you. We’ll work with you and your trusted advisors to ensure your wealth creates a powerful legacy while you spend time on what matters to you.

Proudly Serving

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Executives
& Professionals
.
Entrepreneurs &
Business Owners
.
Successful
Families

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Meet Our Team

.

Our Process

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Get in Touch

Michael Quinn (CA insurance license #0L10705), Justin Doyle, and Berto Cabral are Agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies collectively in the states of AL, AZ, CA, CT, FL, MA, MD, ME, MO, NC, NH, NJ, NY, OH, PA, RI, SC, and VT. No insurance business may be conducted outside these states referenced.

Michael Quinn, Justin Doyle, and Berto Cabral are Registered Representatives of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, CT, FL, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, PA, RI and SC. No offers may be made or accepted from any resident outside the specific states referenced.

Michael Quinn, Justin Doyle and Berto Cabral are also registered as investment adviser representatives, under Eagle Strategies LLC, A Registered Investment Adviser, offering financial planning and investment advisory services in the states of MA, AK, CA, CT, FL, MD, ME, MI, MO, NC, NH, NJ, NY, OH, RI, SC and UT. As such, these services are strictly intended for individuals residing in those states listed.

Neither New York Life Insurance Company, nor its agents or affiliates, or Quinn Wealth Strategies, LLC nor its employees or agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Quinn Wealth Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Michael Quinn is a member of The Nautilus Group®, a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal, or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.

NYLIFE Securities LLC and Eagle Strategies LLC are New York Life companies.

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For additional information, visit Customer Relationship Summary.pdf