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1400 Old Country Road, Suite 408, Westbury, NY 11590

516.338.4888
elzie@theqaegroup.com
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Your Vision Is Our Expertise

Through education, collaboration, and tax efficient strategy, we help you make the most of what you earn, so your wealth supports the life you want now and in the future.

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Redefining The Wealth Management Experience

Redefining The Wealth Management Experience

QAE was founded by forward-thinking advisors who saw wealth differently. Frustrated by transactional advice, they built a collaborative firm where clients gain clarity, understand their strategies, and experience a premier, relational wealth management approach. With us, you can transform financial complexity into long-term opportunity.

Bring Focus To The Future You’re Creating

Bring Focus To The Future You’re Creating

We look beyond portfolios to understand the life you want, professionally, personally, and in retirement. Through a tailored, evolving process, we align your wealth with your vision, so every financial decision supports the freedom and fulfillment you’ve worked to achieve.

Premier Solutions For Complex Wealth

Fiduciary planning and wealth management designed to align your wealth with the lifestyle, profession, and retirement you want.

Individual & Family Services

Comprehensive, tax-efficient solutions designed to organize, grow, and manage your wealth as your life evolves.

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Business Services

Strategies that turn business momentum into personal opportunity, supporting growth, balance, and independence.

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You Set The Vision, We’ll
Bring The Expertise

Learn About Tax-Efficient Planning

Shaping Wealth For A Well-Lived Life

Whether you’re building a business, advancing in your profession, or preparing for life after work, our concierge-level fiduciary financial planning team aligns strategy with your goals. We serve a diverse range of clients across industries, each with unique ambitions, opportunities, and financial stories ready to be elevated.

Individuals & Families

Individuals & Families

Individuals & Families

See Who We Advise
Pre-Retirees & Retirees

Pre-Retirees & Retirees

Pre-Retirees & Retirees

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Business Owners & Entrepreneurs

Business Owners & Entrepreneurs

Business Owners & Entrepreneurs

See Who We Advise
Professional Athletes & Entertainers

Professional Athletes & Entertainers

Professional Athletes & Entertainers

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Learning Center

We believe knowledge creates confidence. Gain access to a range of resources that help you build financial fluency for long-term empowerment.

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.
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Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.
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Year-End Moves to Help You Prepare for Retirement

Year-End Moves to Help You Prepare for Retirement

Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.
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Start Defining What’s Next

Connect with our team for concierge-level guidance that brings clarity and alignment to your financial life.

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