Managing the many aspects of your wealth can be complicated. The QP process covers the many facets of wealth management in an approachable way. We act as your family’s CFO – always serving with purpose, we strive to help you thrive.
Our Passion for Connecting with People
QP Wealth Management
Thoughtfully designed around you.
We are a multi-family financial services firm, offering comprehensive wealth management services with extensive knowledge of alternative investments. We build both confidence and wealth by connecting with great people like you.
Serving with Purpose
We strive to help you thrive.
STRIVE our passion for connecting with people.
THRIVE our passion for connecting with people builds both confidence and wealth.
Our Mission
We’re never satisfied until you are.
We are here for you, period. Nothing matters more than fueling your success.
Our Services
Tailored to fit your needs.
Everything we do is purposeful—to help you live your vision through wealth.
Our Services
Tailored to fit your needs.
Everything we do is purposeful – to help you live your vision through wealth.
Our Approach
It all begins with you.
We know that making the right financial moves impacts more than your money.
Who We Serve
Entrepreneurs
It all begins with you
We focus on your business ventures with the confidence of trusted stewardship.
Families
Generational Wealth Strategies
When your family joins our multi-family office, we’re here for you for the long haul.
Corporate Executives
Unique Challenges for the C-Suite
High net worth individuals need an integrated financial plan to handle the ins and outs of equity compensation planning and asset allocation in the most tax-efficient way.
Our team is your team
Our focused commitment, integrity, and expertise delivers results for you.
James Lloyd
Co-Founder
Chief Executive Officer
Co-Chief Investment Officer
Thomas Leidner
Co-Founder
Co-Chief Investment Officer
Portfolio Manager
Lisa Heerwagen
Co-Founder
Chief Operating Officer
Chief Compliance Officer
VIEW BIO
James Lloyd
CHIEF EXECUTIVE OFFICER
CO-FOUNDER
James Lloyd
CHIEF EXECUTIVE OFFICER
CO-FOUNDER
Jim is responsible for shaping the strategic vision at QP Wealth Management. He started in the business in 1989 and witnessed an evolution in wealth management that has defined QP’s why and how. Through the years he has developed and refined a thorough process to serve our client’s comprehensive needs. It begins with his deep understanding of each client and their family dynamic. From discovery to serving their legacy, his involvement and attention to detail are exceptional. The QP process ensures that all the pieces of a person’s financial life work in sync and that no stone is left unturned.
Jim also brings extensive knowledge of alternative investments to the QP team. His commitment to an enhanced due diligence process and ability to explain these complex products brings distinct value to the clients we serve.
Prior to co-founding QP Wealth Management, he was with Morgan Stanley where he served as an Alternative Investments Director, Portfolio Management Director, and Family Wealth Director.
Jim served as Regional Sales Manager at Fleet Enterprises and Senior Vice President at Wachovia Securities before joining Morgan Stanley. He holds a B.S. in Accounting from Rutgers University.
Jim grew up in a military family and is Chairman Emeritus for the Marine Corps Scholarship Foundation in New Jersey. He and his wife, Susie, live in Highland Beach, FL. Jim enjoys golfing, cooking, reading, and traveling.
VIEW BIO
THOMAS LEIDNER
CO-CHIEF INVESTMENT OFFICER
PORTFOLIO MANAGER
CO-FOUNDER
THOMAS LEIDNER
CO-CHIEF INVESTMENT OFFICER
PORTFOLIO MANAGER
CO-FOUNDER
Thom serves as the lead portfolio manager at QP Management Group. His knowledge of fixed income, equities, and options strategies is the core of his more than 12 years of asset management experience. Thom is an avid researcher, always striving to uncover new opportunities to complement client portfolios as well as mitigate tax burden.
He earned his Certified Portfolio Manager® (CPM®) designation, completed at Columbia University, and is a current member of the Academy of Certified Portfolio Managers.
Prior to co-founding QP Wealth Management, Thom spent nine years at Morgan Stanley, and three years as an independent options trader. Thom’s unique journey includes having attended the New School for Social Research in Manhattan. There, Warner Brothers hired him as a Reader and Junior Story Analyst. Lucky for us, Thom eventually discovered his talent and passion for the world of finance — but only after an exciting career in the motion picture industry.
Thom grew up in the Two Rivers area. He now he lives in Fair Haven with his wife, Shelley, their daughter, Anneka, and their dogs, Archer and Biscuit. As an animal lover, Thom has opened his home to friendly pigs, goats, lion and tiger cubs, monkeys, and even a hybrid wolf. In his free time, Thom loves hunting and skeet shooting. Ever inventive, Thom also enjoys molecular gastronomy and has built his own curing chamber for pancetta and prosciutto de parma and has added a 3d printer to his collection.
VIEW BIO
LISA HEERWAGEN
CHIEF OPERATING OFFICER
CHIEF COMPLIANCE OFFICER
CO-FOUNDER
HUMAN RESOURCES
LISA HEERWAGEN
CHIEF OPERATING OFFICER
CHIEF COMPLIANCE OFFICER
CO-FOUNDER
HUMAN RESOURCES
Lisa brings more than 40 years experience in financial services to her role leading operations, and human resources at QP Wealth Management. Throughout her career, she has served in leadership positions at RBC, Thomson McKinnon, and Morgan Stanley, where she began working with her current team in 2010. Licensed with her Series 7 and 66, Lisa combines technical expertise with a client-first approach, ensuring every detail is managed with care.
Beyond the office, Lisa divides her time between the Florida Keys and New Jersey with her husband, Rich. She enjoyed photography, reading, and spending time with family and friends–whether hosting, exploring, or simply soaking in the beauty of each place she calls home.