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Welcome to Quaker Wealth Management

We have a particular expertise in serving the needs of businesses, professional practices, and non-profits. We understand the unique complexities of these entities and appreciate the special considerations of partnerships, family ownership, etc. In particular, we have a special expertise in:

  • Partnership agreements, buy-sell agreements, cross-purchase agreements and stock redemption agreements
  • Compensation and retirement plans
  • Non-profit investment strategies
  • Business formations
  • Succession plans and funding strategies
Securities & Advisory Services offered through VSR Financial Services Inc., a registered Investment Advisor and Member FINRA / SIPC.
Quaker Wealth Management, LLC, is an independent business. A Registered Representative may only transact business in states where he/she is registered, or
exempt from registration. Dan Roccato is registered in MA, NJ, NY, PA, SC and TX.
John Gregg, Esquire, is a practicing attorney not affiliated with VSR.
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