Broker Check

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

516.338.4888
elzie@theqaegroup.com
Client Login

About Us

A Modern Advisory Firm Built For Momentum

QAE was founded by advisors who wanted to elevate how financial guidance feels, through deeper understanding, thoughtful design, and intelligent foresight. We build lasting relationships with driven individuals who value both meaningful conversation and measurable results. We help you turn ambition into direction and lasting financial freedom.

Guidance That Feels Like Dialogue, Not A Lecture

Guidance That Feels Like Dialogue, Not A Lecture

We don’t lecture. We collaborate. Every meeting is a conversation that connects the why behind each recommendation. Through visuals, context, and open dialogue, we turn complex concepts into understanding that empowers smarter choices and long-term financial confidence.

Collective Insight Becomes Your Advantage

Collective Insight Becomes Your Advantage

At QAE, every client gains the power of a full fiduciary advisory team. Each specialist brings a distinct perspective, combining tax insight, planning experience, and investment acumen. Together we create a dynamic, unified approach that anticipates needs, solves challenges, and drives better outcomes together.

Precision That Helps You Keep More Of What You Earn

Precision That Helps You Keep More Of What You Earn

Tax awareness shapes everything we do. From business ownership to investment strategy and retirement withdrawals, we design each decision with purpose, using structure, timing, and coordination to minimize inefficiencies and help your money work as effectively as you do.

Core Values That Drive The QAE Group

These principles reflect how we think, collaborate, and guide, defining the standard of care that shapes every client relationship.

Educational Approach

 We believe knowledge creates confidence. We take the time to explain each concept, strategy, and recommendation until our clients have financial fluency and long-term empowerment.

Team-Driven Service

 Our strength is collective. Each client gains access to a complete advisory team with distinct perspectives, unified in service. We coordinate insights, align strategy, and deliver personalized guidance.

Tax Efficient Outlook

 We design every plan with strategic purpose. From business ownership to retirement withdrawals, tax awareness drives our process—because true wealth isn’t only what you earn, it’s what you keep.

Situation Specific Portfolios

 No two clients are the same, and neither are their portfolios. Every investment strategy is tailored to reflect each client’s goals, risk profile, and opportunities. We build portfolios that evolve with goals.

Stop Letting Taxes Diminish
Your Progress

Connect For Smarter Tax Strategies

The Collective Power Of Dynamic Perspectives

Qasim Ellis

Qasim Ellis

Managing Partner

Anthony Riley-Barrett

Anthony Riley-Barrett

Managing Partner

Elzie Ross

Elzie Ross

Registered Representative

Supporting The QAE Group

Explore Cetera

Guiding Ambitious Lives Through Every Stage

See Who We Work With

A Methodology Designed Around Your Vision

Explore Our Approach

Start The Conversation That Can Help Shape Your Future

Get In Touch