Quincy Wells Advisors
Quincy Wells Advisors, LLC is an SEC-registered investment adviser based at 145 South Wells Street, Suite 1301, Chicago. The firm describes itself as a national financial-planning practice that connects retirement, tax, estate, and investment decisions, including alternative investments, on one platform. Securities are offered through Quincy Wells Capital, LLC, a FINRA/SIPC member.
Public pages address three audiences: clients looking for an advisor, advisors considering joining the platform, and sponsors seeking a distribution partnership, plus a line for RIA mergers and acquisitions. Planning capabilities listed include financial planning, retirement, investment management, tax planning, and estate planning.
This directory profile covers Quincy Wells Advisors as the RIA and the affiliated broker for securities, including alternatives on the planning platform. The Chicago office lists (312) 205-6458 among contact numbers. Readers comparing records should match the Chicago advisory firm and the FINRA member named on the site, rather than assuming every Quincy Wells label refers to the same legal entity.