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Coordinating your entire financial ecosystem with a family office approach
WealthQuant
Trey Seals
Introduction
WealthQuant offers a rare family office approach to comprehensive financial planning, expertly coordinating everything from estate planning to insurance through a strategic partner network. With strong connections in the tech industry and a holistic view of clients' financial lives, they deliver integrated, multi-state financial services tailored for high-net-worth individuals and families.
What They Do
WealthQuant provides comprehensive financial services including estate planning, financial planning, CPA services, and insurance. They deliver family office-style services through a strategic network of referral partners, taking a holistic, integrated approach to planning clients' entire financial lives.
Location & Service Area
Based in the Bay Area with licenses in California, Texas, and Oregon, WealthQuant offers solid multi-state coverage for clients across the West Coast and Texas markets.
What Makes Them Different
WealthQuant's family office approach sets them apart by coordinating the entire financial ecosystem for clients through strategic partnerships. They deliver integrated planning that covers financial, estate, and comprehensive financial services under one coordinated strategy, rather than handling isolated pieces.
Services Offered
Who They Help
WealthQuant works best with high-net-worth individuals and families who require comprehensive financial coordination. Their ideal clients have complex financial needs that benefit from an integrated, family office approach, often including tech professionals with equity compensation and stock options.
Know someone who says...
"I need someone who can coordinate all my financial advisors"
"My wealth is getting complex and I need a family office approach"
"I want integrated financial and estate planning, not separate silos"
"I need comprehensive financial services but don't want to manage multiple relationships"
Fun Fact
Coffee is their go-to fuel for navigating complex financial strategies and keeping all those moving parts coordinated.
Quick Facts
Reviews (1)
October 8, 2025
"Trey Seals is a meticulous, knowledgeable, and client-focused financial professional who consistently delivers tailored solutions and exceptional care throughout the client journey."
Ready to Connect?
Call Bruce now to ask questions or book services with WealthQuant
Call 833-853-6789