Who We Are
Quincy Wells Group was formed by bringing together experienced leaders across wealth management, capital markets, professional trading, and alternative investments to address a clear gap in the independent channel. As demand for alternative investments has grown, many advisors have lacked the infrastructure and diligence required to deliver them effectively. QWG was built to close that gap. We integrate investment access, due diligence, and operational infrastructure into a single, scalable platform.
Headquartered in Chicago, our auxiliary companies are built to support our representatives, advisors and clients.
Our Approach
With over three decades of experience within the financial services industry, the managing partners of Quincy Wells Group accumulated an experienced, diverse team of diligence, operations, compliance, and advisory team members that are committed to our mission of providing excellent service to our clients, representatives, and advisors.
In establishing QWG, our goal is to synergize the efforts of our subsidiaries in order to achieve our greater mission of establishing a well-supported, efficient and dynamic assembly of services that will serve our audience.
Our Subsidiaries
Our platform is delivered through three integrated business units:
Quincy Wells Capital (QWC)
Provides the regulatory and operational infrastructure that enables advisors to deliver institutional-quality alternative investments with consistency and control. QWC ensures every opportunity is supported by disciplined execution, compliance oversight, and a repeatable process.
Quincy Wells Advisors (QWA)
Delivers a structured financial planning platform that supports advisors in guiding clients across retirement, tax, estate, and investment decisions. Built to enhance advice quality while connecting planning to differentiated investment opportunities, including alternatives.
Panorama Financial Group
Serves as the firm’s capital markets and investment intelligence function. Panorama sources opportunities, underwrites investments, and generates market insights that power disciplined decisions and consistent access to differentiated alternative investments.
My Back Office
Providing training, education, and general account support for our advisory and broker-dealer
