The Central Florida-based firm enters a new chapter of growth, deepening its focus within M&A strategy, private market investments, and tax mitigation solutions to further enhance entrepreneurial wealth creation
QTR Family Wealth, a full-service wealth management firm owned and led by brothers Wes and Chad Hunter, proudly announces the official launch of its independent Registered Investment Advisory (RIA) firm. This milestone reflects their next chapter of growth and renewed focus on serving entrepreneurs, business owners, and multi-generational families with greater flexibility, independence, and alignment.
With over 40 years of combined experience in financial management, including at a major wirehouse and at QTR under the umbrella of Bison Wealth, the Hunter brothers bring deep institutional knowledge and an entrepreneurial mindset to their own firm. Now, with full decision-making autonomy, QTR can implement customized strategies across M&A planning, private market investments, and tax optimization—free from legacy platform constraints or conflicts of interest.
“Launching our own RIA is a natural evolution for us,” said Chad Hunter, CFP®, CIMA®, CEO and Managing Partner of QTR Family Wealth. “We’ve always prioritized listening to our clients’ needs. Now, we have the independence to solve their most complex challenges without the limitations of a large institution.”
QTR’s client experience is rooted in a balance sheet and cash flow-centric planning model, advising on approximately $1.8 billion of balance sheet wealth. The firm takes a team-based approach, forgoing the traditional one-advisor model to deliver personalized guidance across four dimensions of wealth: financial, intellectual, social, and human capital.
