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US Securities and Exchange Commission
What You Need to Know Before Choosing One
CFP Board of Standards Inc.
How to Choose a Planner
Financial Planning Association
How a Financial Planner Can Help You
Morningstar
What to Look for in a Financial Advisor
Seven Steps to Finding a Financial Planner
New York Times
In Search of Compent (and Honest) Advisors
Pick a Planner Who Can Spell "Fiduciary"
Boston Globe
How to Avoid Fraud
What You Need to Know Before Choosing One
CFP Board of Standards Inc.
How to Choose a Planner
Financial Planning Association
How a Financial Planner Can Help You
Morningstar
What to Look for in a Financial Advisor
Seven Steps to Finding a Financial Planner
New York Times
In Search of Compent (and Honest) Advisors
Pick a Planner Who Can Spell "Fiduciary"
Boston Globe
How to Avoid Fraud
Contact us:
Stephen Ries, CFP®, ChFC
QRS Wealth Management LLC
(856) 979-7788
steve.ries@qrswm.com
Stephen Ries, CFP®, ChFC
QRS Wealth Management LLC
(856) 979-7788
steve.ries@qrswm.com
analysis.
Steve is a board member and chairman of the Finance Committee of the United Way of Camden
County, where he has served as a member since 1990. He has also served on boards and advised
other non-profit organizations. He has hosted a popular financial radio show in New England. Steve is
also a member of the Financial Planning Association.
Steve's educational background includes a BBA from the Wharton School of the University of
Pennsylvania with a dual major in Economics and Management. Steve holds an MS in Finance from
Drexel University. In order to maintain his CFP® designation, Steve is required to complete 30 hours of
continuing education every two years.
As a top-tier wealth advisor, Steve spends at least 30 hours each month researching, analyzing,
reading, and listening in order to constantly formulate new ideas for how best to serve clients. Using
the QRS library of information and other resources, Steve will gladly assist with finding answers to any
financial questions you may have.
Steve is a board member and chairman of the Finance Committee of the United Way of Camden
County, where he has served as a member since 1990. He has also served on boards and advised
other non-profit organizations. He has hosted a popular financial radio show in New England. Steve is
also a member of the Financial Planning Association.
Steve's educational background includes a BBA from the Wharton School of the University of
Pennsylvania with a dual major in Economics and Management. Steve holds an MS in Finance from
Drexel University. In order to maintain his CFP® designation, Steve is required to complete 30 hours of
continuing education every two years.
As a top-tier wealth advisor, Steve spends at least 30 hours each month researching, analyzing,
reading, and listening in order to constantly formulate new ideas for how best to serve clients. Using
the QRS library of information and other resources, Steve will gladly assist with finding answers to any
financial questions you may have.
QRS was formed in 2007 based on the belief that clients deserve high quality advice delivered in a professional manner, eliminating conflicts of interest associated
with the sale of mutual funds, insurance, annuities, and other products.
The combination of our technology and research, blended with the resources of other professionals, allows QRS to be one of the few firms that can provide integrated
financial and investment planning advice and solutions. With strategic planning, careful analysis, and tactical implementation, we guide clients toward prosperity and
away from unnecessary risks.
with the sale of mutual funds, insurance, annuities, and other products.
The combination of our technology and research, blended with the resources of other professionals, allows QRS to be one of the few firms that can provide integrated
financial and investment planning advice and solutions. With strategic planning, careful analysis, and tactical implementation, we guide clients toward prosperity and
away from unnecessary risks.
About Us
© 2008 QRS Wealth Management LLC. All rights reserved. Disclosure Information
QRS founder Stephen Ries (pronounced "reese") has
over 25 years of financial service experience. He is a
CERTIFIED FINANCIAL PLANNER practitioner and
Chartered Financial Consultant.
Prior to forming QRS, Steve has worked for three different
national banks during his career. While the majority of his
career has involved portfolio management and financial
planning, his diverse background also includes private
banking, commercial lending, real estate, and credit risk
over 25 years of financial service experience. He is a
CERTIFIED FINANCIAL PLANNER practitioner and
Chartered Financial Consultant.
Prior to forming QRS, Steve has worked for three different
national banks during his career. While the majority of his
career has involved portfolio management and financial
planning, his diverse background also includes private
banking, commercial lending, real estate, and credit risk
TM
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