Who We Are:

Qilin Wealth Management is a boutique Registered Investment Adviser firm specializing in fee-only wealth management and comprehensive financial planning. An exclusive values-based philosophy empowers our clients to delegate their financial planning to us and get more of what they want out of life.

We carefully examine each client's unique situation before applying our conservative investment philosophy. Our clients value a secure financial future, so our primary objective is to first minimize risk, and then achieve the required rate of return given those risk parameters.

We deliberately maintain a limited clientele to ensure 100% commitment of our time and energy. Since we don’t have the expenses and conflicts of interest that come with operating a financial services conglomerate, all of our resources are dedicated to the interests of our clients. Our team has been helping people achieve their goals since 1989, and collectively we have close to $1 billion in assets under management.

Click here to know our Mission.

Click here to learn about What We Do.