Quint Investments and Insurance

Quint Investments and Insurance

Quint Investments and Insurance was established in 2013 and is headquartered in Wappingers Falls, New York. The firm functions as a hybrid advisory practice, registered as both an insurance agency and an investment adviser, which allows it to deliver coordinated risk management and portfolio construction. Its client base includes individuals, families, and employer-sponsored retirement plans such as pension and profit-sharing accounts. The firm's advisory model combines financial planning, discretionary and non-discretionary portfolio management, and insurance services. Rather than operating a family of proprietary funds, Quint selects external investments and insurance products on behalf of its clients. The geographic reach remains concentrated in New York's Hudson Valley, serving the local communities around Dutchess County. The practice does not publicly disclose a direct private-market or venture-investment program; its known deployment is oriented toward publicly traded securities and insurance-linked solutions. Quint operates from a single office at 210 New Hackensack Road. Headcount and total client assets are not publicly reported, consistent with many privately held advisory firms of its size. The firm has not announced recent institutional product launches, affiliated philanthropic vehicles, or membership-based co-investment clubs. No dated operational changes within the past 24 months are verifiable from public disclosures. Quint's structure differs from a single-family office or institutional asset manager. It is a client-facing retail advisory practice where the principal functions as a direct advisor rather than an allocator overseeing a large internal team. The dual insurance-and-investment registration enables an integrated approach to household balance-sheet management — combining life, health, and property-casualty coverage with securities advice — a model more common among independent Main Street advisors than among the institutional family offices tracked in this research.