The Right Experts, Working as One Team.
Your plan is only as strong as the team behind it.
The team at WealthQuant Advisors works hand in hand with trusted CPAs, attorneys, technologists, compliance professionals, and other specialists. Each brings deep expertise in their field, so your plan is coordinated and your experience is exceptional.
30 minutes. Free. No tax return needed.
Featured partners
Business coaching and leadership support alongside your financial plan.
Cadence Business Development
Cadence Business Development helps leaders of small and mid-market companies turn their vision into results. Founder Eric Kapral brings more than 30 years of operations and business development experience across a wide range of industries.
Eric works directly with business owners to clarify what they’re building and why, identify the constraints holding them back, and put the right strategies, technologies and resources in place to move forward.
Areas of focus
- Strategic planning and execution
- Leadership and management
- Delegation and team development
- Productivity and decision-making
- Operations support
- Growth strategy
- Onboarding and succession planning
- Exit strategy
About Eric
Eric Kapral brings decades of overall personal, professional and business development experience to a diversity of clientele. He has owned and led three successful businesses, and understands the nuances of entrepreneurship, leadership, management, and personal and professional development which allows him to bring a cumulative blend of approaches that lead to intended results. Additionally, Eric is a Senior Trainer with the Anthony Robbins Company and is an award-winning business coach and certified speaker. He offers distinguished Professional Development Programs that truly address today’s business needs. His areas of expertise cover: CEO & Executive Coaching; Strategic Planning; Assessments; Personal Performance; Team Development, Superior Sales Skills and Sales Management; Business Analytics; Succession Planning; Partnerships; and Exit Planning. His passion is helping others succeed.
Who we work with
Every partner plays a specific role, and the team at WealthQuant Advisors coordinates them around your plan.
CPAs and tax professionals
They prepare and file your returns. We plan the year ahead and coordinate with them so every move is carried through.
Estate and business attorneys
They draft your wills, trusts, and agreements. We make sure your documents match your plan.
Technologists
The planning and tax-modeling tools we use to project your taxes across the years ahead.
Compliance professionals
They help keep our practice and our advice held to the standards that protect you.
Other specialists
Insurance, actuarial, and other experts we bring in when your situation calls for them.
Are you a professional who would like to work with us? Get in touch.
Common questions about our partners
Do I have to use your partners?
No. If you already work with a CPA or attorney you trust, we’ll work with them. We can also introduce you to professionals in our network if you want a recommendation.
Who does what?
Your CPA files your return, your attorney drafts your documents, and the team at WealthQuant Advisors plans the year ahead and coordinates with both, so nothing is missed.
How are partners chosen?
We look for professionals with deep expertise in their field, a clear way of communicating, and a commitment to working as part of a team.
Will my information be shared with partners?
Only what’s needed to carry out your plan, and only with your permission.
Partners are independent professionals and are not employees of WealthQuant Advisors. Educational only. Not tax, legal, or investment advice.
Meet the team behind your plan
A free 30-minute Tax X-Ray. We’ll look at your situation and the moves worth considering, and who should be at the table. No tax return needed.