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 * Important Disclosures

 * Our Firm
    * The Team
    * Our Mission

 * Services
    * Our Approach
    * Wealth Management
    * Alternative Investments

 * Who We Serve
    * Entrepreneurs
    * Families
    * 

 * Fresh lnsights
    * Bond Ladders
    * Economic Outlook
    * QP Insights – Our Blog
    * Voices We Listen To
    * Glossary

 * Talk To Us
 * Client Login
 * Important Disclosures

 * Our Firm
   * The Team
   * Our Mission
 * Services
   * Our Approach
   * Wealth Management
   * Alternative Investments
 * Who We Serve
   * Entrepreneurs
   * Families
   * 
 * Fresh lnsights
   * Bond Ladders
   * Economic Outlook
   * QP Insights – Our Blog
   * Voices We Listen To
   * Glossary
 * Talk To Us
 * Client Login
 * Important Disclosures


PURPOSEFUL WEALTH MANAGEMENT

Managing the many aspects of your wealth can be complicated. The QP process
covers the many facets of wealth management in an approachable way. We act as
your family’s CFO – always serving with purpose, we strive to help you thrive.





Our Passion for Connecting with People


QP WEALTH MANAGEMENT

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Thoughtfully designed around you.

We are a multi-family financial services firm, offering comprehensive wealth
management services with extensive knowledge of alternative investments. We
build both confidence and wealth by connecting with great people like you.

Learn More



SERVING WITH PURPOSE

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We strive to help you thrive.

STRIVE our passion for connecting with people.

THRIVE our passion for connecting with people builds both confidence and wealth.




OUR MISSION

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We’re never satisfied until you are.

We are here for you, period. Nothing matters more than fueling your success.


See what drives us


OUR SERVICES

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Tailored to fit your needs.

Everything we do is purposeful—to help you live your vision through wealth.


See what we do


OUR SERVICES

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Tailored to fit your needs.

Everything we do is purposeful – to help you live your vision through wealth.


See what we do



OUR APPROACH

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It all begins with you.

We know that making the right financial moves impacts more than your money.

See What We Do


WHO WE SERVE


ENTREPRENEURS

It all begins with you

We focus on your business ventures with the confidence of trusted stewardship.



LEARN MORE


FAMILIES

Generational Wealth Strategies

When your family joins our multi-family office, we’re here for you for the long
haul.



LEARN MORE


CORPORATE EXECUTIVES

Unique Challenges for the C-Suite

High net worth individuals need an integrated financial plan to handle the ins
and outs of equity compensation planning and asset allocation in the most
tax-efficient way.





OUR TEAM IS YOUR TEAM

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Our focused commitment, integrity, and expertise delivers results for you.

James Lloyd

Co-Founder
Chief Executive Officer
Co-Chief Investment Officer

Thomas Leidner

Co-Founder
Co-Chief Investment Officer
Portfolio Manager

Lisa Heerwagen

Co-Founder
Chief Operating Officer
Chief Compliance Officer

BILL KENNEDY

Client Service Analyst

Megan Rizzitello

Client Service Associate


VIEW BIO


JAMES LLOYD

CHIEF EXECUTIVE OFFICER
CO-CHIEF INVESTMENT OFFICER
CO-FOUNDER


JAMES LLOYD

CHIEF EXECUTIVE OFFICER | CO-CHIEF INVESTMENT OFFICER | CO-FOUNDER

Jim is responsible for shaping the strategic vision at QP Wealth Management. He
started in the business in 1989 and witnessed an evolution in wealth management
that has defined QP’s why and how. Through the years he has developed and
refined a thorough process to serve our client’s comprehensive needs. It begins
with his deep understanding of each client and their family dynamic. From
discovery to serving their legacy, his involvement and attention to detail are
exceptional. The QP process ensures that all the pieces of a person’s financial
life work in sync and that no stone is left unturned.

Jim also brings extensive knowledge of alternative investments to the QP team.
His commitment to an enhanced due diligence process and ability to explain these
complex products brings distinct value to the clients we serve.

Prior to co-founding QP Wealth Management, he was with Morgan Stanley where he
served as an Alternative Investments Director, Portfolio Management Director,
and Family Wealth Director.

Jim served as Regional Sales Manager at Fleet Enterprises and Senior Vice
President at Wachovia Securities before joining Morgan Stanley. He holds a B.S.
in Accounting from Rutgers University.

Jim grew up in a military family and is Chairman Emeritus for the Marine Corps
Scholarship Foundation in New Jersey. He and his wife, Susie, live in Highland
Beach, FL. Jim enjoys golfing, cooking, reading, and traveling.


VIEW BIO


THOMAS LEIDNER

CO-CHIEF INVESTMENT OFFICER
PORTFOLIO MANAGER
CO-FOUNDER


THOMAS LEIDNER

CO-CHIEF INVESTMENT OFFICER | PORTFOLIO MANAGER | CO-FOUNDER

Thom serves as the lead portfolio manager at QP Management Group. His knowledge
of fixed income, equities, and options strategies is the core of his more than
12 years of asset management experience. Thom is an avid researcher, always
striving to uncover new opportunities to complement client portfolios as well as
mitigate tax burden.

He earned his Certified Portfolio Manager® (CPM®) designation, completed at
Columbia University, and is a current member of the Academy of Certified
Portfolio Managers.

Prior to co-founding QP Wealth Management, Thom spent nine years at Morgan
Stanley, and three years as an independent options trader. Thom’s unique journey
includes having attended the New School for Social Research in Manhattan. There,
Warner Brothers hired him as a Reader and Junior Story Analyst. Lucky for us,
Thom eventually discovered his talent and passion for the world of finance — but
only after an exciting career in the motion picture industry.

Thom grew up in the Two Rivers area. He now he lives in Fair Haven with his
wife, Shelley, their daughter, Anneka, and their dogs, Archer and Biscuit. As an
animal lover, Thom has opened his home to friendly pigs, goats, lion and tiger
cubs, monkeys, and even a hybrid wolf. In his free time, Thom loves hunting and
skeet shooting. Ever inventive, Thom also enjoys molecular gastronomy and has
built his own curing chamber for pancetta and prosciutto de parma and has added
a 3d printer to his collection.


VIEW BIO


LISA HEERWAGEN

CHIEF OPERATING OFFICER
CHIEF COMPLIANCE OFFICER
CO-FOUNDER


LISA HEERWAGEN

CHIEF OPERATING OFFICER | CHIEF COMPLIANCE OFFICER | CO-FOUNDER

Lisa coordinates the team’s operations and compliance. From the largest request
to the smallest task, Lisa strives to exceed client expectations and excels at
addressing questions quickly, efficiently, and with exceptional care and
integrity.

With more than 38 years of financial services experience, Lisa has had the
opportunity to work for financial organizations including RBC, Thomson McKinnon
and Morgan Stanley. Prior to co-founding QP Wealth Management, Lisa served as a
vital member of this team at Morgan Stanley and has worked with them since 2010.
Lisa makes it her personal mission to help clients without them having to worry
about the small details.

Lisa currently lives in Summerland Key, Florida with her husband, Rich. Lisa,
when not working with clients, enjoys photography, reading, and spending time
with her family.


Meet The Team


REQUEST A CONSULTATION

Learn More

ADDRESS

2700 N. Military Trail

Suite 240

Boca Raton, FL 33431

CONTACT

Main:

732.526.2701

Fax:

732.526.2712

RESOURCES

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 * Link Two
 * Link Three
 * Link Four



WEBSITE DISCLOSURE

QP Wealth Management, LLC (“QP Wealth”) is an SEC registered investment advisor
with a principal place of business in Boca Raton, FL. QP Wealth and its
representatives are in compliance with the current registration and notice
filing requirements imposed on SEC registered investment advisors by those
states in which QP Wealth maintains clients. QP Wealth may only transact
business in those states in which it is registered, notice filed, or qualified
for an exemption or exclusion from registration or notice filing requirements.

QP Wealth’s website is limited to the dissemination of general information
regarding its investment advisory services to United States residents residing
in states where providing such information is not prohibited by applicable law.
Accordingly, the publication of QP Wealth’s website on the internet should not
be construed as QP Wealth’s solicitation to effect, or attempt to effect
transactions in securities, or the rendering of personalized investment advice,
over the internet. Furthermore, the information on this internet site should not
be construed, in any manner whatsoever, as the receipt of, or a substitute for,
personalized individual advice from QP Wealth. Any subsequent, direct
communication by QP Wealth with a prospective client shall be conducted by a
representative that is either registered or qualifies for an exemption or
exclusion from registration in the state where the prospective client resides.
For information pertaining to the registration status of QP Wealth, please
contact the United States Securities and Exchange Commission on their website at
www.adviserinfo.com.

Market data, articles and other content on this website are based on generally
available information and are believed to be reliable. QP Wealth does not
guarantee the accuracy of the information contained on this website.

A copy of QP Wealth’s current written disclosure statement discussing QP
Wealth’s business operations, services, and fees is available on the SEC’s
website at http://adviserinfo.sec.gov or you may contact us to request a copy.
If you have any questions regarding Compliance and Regulatory information,
please contact us.

ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT
ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS,
TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR
ANY THIRD-PARTY WEBSITE LINKED TO THIS WEBSITE.

© 2024 QP WEALTH MANAGEMENT. ALL RIGHTS RESERVED.

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