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Home Page for QuadCap Wealth Management, LLC. We provide personal, proactive and comprehensive financial planning services with our unparalleled level of service and quality of advice.

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David Blair

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Da●●as , Texas, 75248

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https://quadcapwm.com

Home Page for QuadCap Wealth Management, LLC. We provide personal, proactive and comprehensive financial planning services with our unparalleled level of service and quality of advice.

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1

Investments

http://www.quadcapwm.com/Investments_2_2_2.html

Tax Planning and Preparation. Tax Planning and Prep. At QuadCap, we encourage i nvestments across. All asset classes. Investment is as much an art as it is a science, and we blend the two. You earned it, let us preserve it! We understand the time and effort you have taken in building up your assets. This drives our investment style and is the rationale for our focus on preservation of capital, as well as our focus on the education of the risk-reward relationship. QuadCap Wealth Management, LLC.

2

Bond Laddering

http://www.quadcapwm.com/Bond_Laddering.html

Tax Planning and Preparation. Tax Planning and Prep. Why use a Ladder? Bond laddering works by spreading investment dollars among bonds that will mature at various times between one and twenty years from now. In a normal interest rate environment, shorter maturities will yield less than longer maturities. Think of individual bonds as rungs on your ladder. As each individual bond matures, your principal is made available for reinvestment at current interest rates. Since a bond ladder enables you to reinve...

3

Why QuadCap

http://www.quadcapwm.com/Why_QuadCap_2.html

Tax Planning and Preparation. Tax Planning and Prep. Why You Should Choose QuadCap. An investment in knowledge pays the best interest." -Benjamin Franklin. We put your interests first. We understand you and your specific financial situation and find the best fit to match your individual needs. As a Registered Investment Adviser, we are held to the highest legal standard. We uphold our fiduciary duty to act in the client's best interest. This is a driving principal at the foundation of our firm.

4

Legacy Planning

http://www.quadcapwm.com/Legacy_Planning.html

Tax Planning and Preparation. Tax Planning and Prep. Legacy Planning goes beyond estate planning and wills. It addresses important decisions and values to preserve beyond your lifetime. Establishing a legacy is a process in which you identify your personal definition of wealth and create a plan to preserve your most treasured assets in a deliberate manner. Goals of Legacy Planning. Preserve personal goals and values. Establish a solid succession plan. Reduction of the tax burden. Protection of the estate.

5

Investment Adviser (RIA)

http://www.quadcapwm.com/Investment_Adviser.html

Tax Planning and Preparation. Tax Planning and Prep. Registered Investment Adviser (RIA). People want a relationship with their financial adviser where they know they are both working towards the same goal. With a Registered Investment Adviser (RIA), there is peace of mind knowing that investment decisions are made only with your best interests in mind. Put your interests first. Offer straightforward advice that reflects your individual long-term goals. Therefore, our interests are aligned directly with ...

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Tax Planning and Preparation. Tax Planning and Prep. E you the clar. Ly absent from the fina ncial. QuadCap Wealth Management, LLC. At QuadCap, we provide a truly personal, proactive and comprehensive financial planning service to individual families. With a true passion for our work, our goal is to build lifelong relationships with our unparalleled level of service and quality of advice. Tax Planning and Preparation. QuadCap Wealth Management, LLC.

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