Story
David DeWolf and Darius Gagne founded Quantum in 2005 to provide a select group of successful families with a solution to their financial challenges. Quantum delivers independent advice and strategies supported by a methodical, scientific approach that is always in a family's best interest.
Darius earned his Ph.D. in quantum physics from UCLA in 1996 before applying his analytical skills to Wall Street. The Quantum moniker, however, represents more than Darius' physicist-turned-financier background. It embodies an approach and philosophy that is grounded and guided by academic and scientific research and that strives to attain simple and elegant solutions to complex problems.
While Darius was developing his career on Wall Street and later for PIMCO, the world's preeminent fixed income firm, David was directing the financial and operational affairs for both private and public corporations. At Quantum, David is able to apply his financial analysis skills, expertise in corporate planning, and Chief Financial Officer experience at a personal family level. In essence, David and Darius now serve as Personal CFOs.
David and Darius met while attending UCLA's Anderson School of Management, where they formulated the idea of creating what became Quantum Wealth Management. They were natural partners as the two students in the executive EMBA class with extensive finance experience. Darius quickly recognized David's ability to explain difficult concepts to the class in simple and understandable terms, while David was impressed with Darius' ability to engineer financial models to explain complex problems.
By combining Darius' financial engineering background with David's corporate finance experience, Quantum has created a process that produces:
- Sophisticated methods of asset allocation that align capital and goals;
- Risk management through the proper structuring of assets and application of insurance products;
- Ability to help clients maximize after-tax cash flow;
- A legacy strategy in alignment with a client's specific goals and values; and
- Meaning for clients' wealth through strategies such as charitable gifting.
