Every year, Forbes scours the nation for wealth advisors that are a cut above the rest for their best-in-state rankings. This year we are proud to announce that Rick Gurz has received this important accolade! While it’s no surprise to us, it’s an honor to be recognized for the work that Quantis Wealth Management does for our clients and our community.
The 2021 ranking of the Forbes’ Best–in–State Wealth Advisors* list was developed by SHOOK Research and is based on in–person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology** that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.
Quantis’s goal is to help you imagine the possibilities of what your life could be, then support you with a plan to get there. Please join us in congratulating Rick and reach out to us at [email protected] to schedule a no-obligation introductory meeting online if you want to learn more about what we do and how we can help you get more from your life.
About Rick
Richard Gurz is co-founder and managing principal of Quantis Wealth Management, an independent financial services, wealth management, and tax planning and consulting firm in Tysons Corner, Virginia. With over 22 years of experience, Rick is committed to providing comprehensive, personalized strategies to help his clients achieve their financial goals. He is known for building long-term relationships and walking his clients through everything life throws their way, making sure their financial plan is on track for their ideal future. Rick specializes in serving high-net-worth pre-retirees and is passionate about empowering and educating his clients to make prudent financial decisions that help them secure their quality of life.
Rick graduated from Mary Washington College with a bachelor’s degree in political science and international affairs and holds the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Accredited Investment Fiduciary® (AIF®) professional designations. When he’s not working, you can find Rick spending time with his wife, Julie, and their two daughters, Adeline (Addy) and Josephine (Josie), usually watching his daughters play soccer or tennis or going on hiking and camping adventures. He also enjoys fishing, biking, traveling, golf, and serving his community. To learn more about Rick, connect with him on LinkedIn.
The 2021 ranking of the Forbes’ Best–in–State Wealth Advisors* list was developed by SHOOK Research and is based on in–person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology** that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.
* This recognition and the due–diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
** Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.