The world around you is changing at an amazingly rapid pace.  Our team wants to help you keep up by making strategic decisions resulting in an impactful organizational change.  

Our mission is to help institutions, closely-held companies, and family-owned businesses solve complex problems. When you choose Quantum Strategies, we become an extension of your team.  This partnership will gain you access to the ample resources within our firm.  

Let’s talk about how your organization can be nimble in this ever-changing environment.


HR Consulting & Transformation

Our Human Resources team strives to keep your employees happy and safe, ensure compliance with local, state, and federal regulations while supporting the growth of your business.

Corporate Structure, Business Succession & Tax Planning

Our team helps solve complex problems associated with family-owned businesses. From succession planning to holistic financial services, Quantum Strategies advises in all aspects of estate and business planning. We work in conjunction with your existing team to ensure your plan is comprehensive.

Family Office

Quantum Strategies has the expertise to guide and manage your multi-generational environment. Our team becomes the CFO for the family and offers comprehensive family office services. We offer a list of tasks ranging from bill paying, providing financial wealth education, developing financial structures, and real estate.

Wealth Advisory Services

Our accredited professionals at Quantum Strategies have developed a reputation for focusing on the financial health of an organization, building and protecting your wealth. Our experienced team of financial professionals at Quantum Strategies is committed to helping you manage ownership and experience growth.

Capital Management

Quantum Strategies is focused on managing risk, providing more consistent returns, and reducing tax burden for our clients. We utilize a quantamental investment model that replaces the need for a large investment research staff. This technology allows us to meet the expectations of our clients while adhering to high fiduciary standards.

Employer-Sponsored Retirement Solutions

Quantum Strategies provides a comprehensive and innovative analysis of your current employer/employee environment to tailor recommended retirement plan offerings for your employees utilizing a combination of qualified and non-qualified plan design.

Benefits Consulting & Administration

Quantum Strategies implements multiple cost-containment strategies to bend the cost curve while increasing employee satisfaction and utilization. We have a proven track record of providing hands-on state-of-the-art benefits programs to our clients.

Quantum Integration Services

Quantum Integration Services (QIS) integrates with your existing legacy software. QIS connects your data across any system, protocol, standard, or source providing valuable information while simultaneously driving down your cost.

HR Leave Management

It is becoming increasingly challenging for human resources departments to manage the Family Medical Leave Act (FMLA). To solve this significant problem, Quantum Strategies has developed a Leave Management software, ensuring that your organization is compliant with FMLA.

We’re here to enhance your business.


I retained Quantum Strategies three years ago to take over all our HR, as well as hiring, benefits, and insurance. Their team of professionals is always there to answer a question for myself and my employees. The value of service Quantum provides is superior to us having an in-house HR department. I could not be happier with our choice three years ago to go with Quantum Strategies.

Tim Viands
CEO & Head of Schools
The Newgrange School of Princeton, Inc.

Our company has been working with Quantum Strategies for many years. Bill and his team have aided us in everything from developing and implementing a business succession strategy to providing extensive HR services that keep us current and compliant.

Quantum has always been a proactive partner providing countless solutions to us both as a business and as individuals. We highly recommend their services.     

Alcoa Concrete