Illinois Wealth Management Firm Expands to Tampa

Illinois Wealth Management Firm Expands to Tampa

Illinois-based wealth management firm Quantum Private Wealth is embarking on its first venture outside its home state by expanding to Tampa with an office located downtown.

According to CEO Jim Perkins, Quantum Wealth is taking a substantial step toward establishing a presence in Florida. He himself is relocating to the region, showcasing the firm's commitment. Perkins highlighted that the firm's clients have been instrumental in driving the decision to set up in Tampa.

“They’re moving to Florida in droves,” he said. “Tampa is a vibrant city. The lifestyle and amenities are better than in Miami, which is far more spread out. It doesn’t take 45 minutes to get from one part of the city to another. That played a big role in the choice of Tampa.”

Around three and a half years ago, Perkins initiated Quantum Wealth following his departure from UBS. Currently, the firm manages approximately $500 million in client assets. While Perkins envisions a 10% annual growth for the firm, he emphasized that rapid client acquisition isn't the primary objective.

“We’re not trying to be everything to everyone. We’re looking for long-term relationships,” Perkins said.