“Nicole and I have been partners for 7 years, and with Q Wealth introducing us to Dwayne, we realized early on in our conversations that each of us brings a unique skill set that our clients can benefit from,” said Mackie. “We incorporated the word Bespoke in our name, as it represents our goal, which is to offer personalized advice that is tailor made to align with our clients' objectives.”
“There is a philosophy that we believe in at Bespoke Capital Partners. Great internal client service creates great external client service”. continued Allore, “We feel Q Wealth has the same philosophy. Partnering with Q Wealth will allow us to quickly handle any situation that may come our way, leaving us more time to spend taking care of our clients' needs.”
Q Wealth Founding & Executive Partner Jared Rabinowitz commented "Bespoke's story highlights one of the most important features of Q Wealth. Stewart and Nicole both come from a well-known independent dealer that was suddenly sold to a major bank and insurance company - without consulting their advisors. Advisors don't appreciate being bought and sold like a commodity. They want control of their future, and they want to feel like they own their home. At Q Wealth, the firm is like a co-op - collectively owned and governed by its Partners. That gives Partners an actual vote on any proposed transaction, to ensure it's in the best interests of both their clients and themselves. Even if the majority is for a transaction, each individual Partner gets to decide how - or even if - they want to participate along with the group. In short, the Bespoke team now truly controls their destiny, and we are happy to have them at Q Wealth"
“Between the incredible work of our CIO, Larry Berman and our COO, Sara Hilliard, we take tremendous pride in knowing we’ve become the destination spot for individuals who have already earned the PM designation allowing them to execute on their vision of becoming a true Fiduciary,” added Jared Rabinowitz, Founding and Executive Partner, “That, along with the commitment of all three of the principals of Bespoke towards Financial Planning that makes them the perfect fit.”
Bespoke began onboarding in March and is the first of 5 confirmed new Partner Firms joining Q Wealth in 2023. The rapidly growing platform expects more deals to be announced before the end of the year.
About QWealth Partners:
Quintessence (Q) Wealth is a Partnership of Portfolio Managers - exclusively for advisors that want to own their practice and transcend the investment dealer world to become true fiduciaries. A state-of-the-art support platform, and advisory practice accelerator – Q Wealth integrates wealth management with financial planning and a cutting-edge client experience. This is complimented by the most comprehensive array of digital marketing, IT, cyber security, and compliance solutions. All this empowers Q Wealth Partners to focus on serving their clients at scale, and with deeper engagement. With advanced tools and resources at their side, QW Partners not only stand out, but can stand atop in an increasingly competitive and rapidly changing industry.
