Quorum Private Wealth

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Danville, CA
Quorum Private Wealth

Quorum Private Wealth is an independent Wealth Advisory Firm founded by Mike Barry, Kelly Milligan. Sue Mazzetti & Melissa Yue.

We provide objective advice & effective solutions for the complex financial challenges faced by busy, successful people.

03/30/2026

After all the layoffs in 2025, even successful executives are wondering: Do I need to go back to school?

If you're worried about AI... or looking to network and find a competitive edge via business school... make sure you ask yourself a few key questions before applying for an MBA:

- Are there other ways to make these connections, like professional associations?
- Are some programs better than others? (Sometimes programs with close proximity to desirable companies offer better networking opportunities than prestigious schools!)
- Can you quantify the value of those connections in any way (e.g., do you hope to shift to a different industry where pay is higher)?

Putting some quantifiable metrics onto abstract concepts like "networking" can help you evaluate the true cost, and true benefits, of a degree. This type of analysis can help prevent "buyers" remorse later on.
https://quorumpw.com/blog/is-grad-school-worth-it/

03/24/2026

Getting a promotion is great news... but it not every employer offers the financial education required to understand your new compensation package.

For instance: Do you know an 83(b) election can help you save money in certain circumstances where company stock is involved?

As you might expect, there are rules involved, so working with a professional helps.

If you're curious how 83(b) elections work, including the risk involved, reach out to discuss.
https://quorumpw.com/contact/

03/19/2026

An important reminder as you work your way through the tax organizers and materials from your accountant:

Tax prep is not the same as tax planning.

Let's dig into how they're different... and how Quorum can help you minimize your taxes in the long run.

https://quorumpw.com/blog/tax-prep-versus-tax-planning/

03/11/2026

Most markets have stayed relatively flat at the start of the year. Meaning the market winners for 2025 are extending their reign.

So who were the winners last year?

International investments, thanks to a weakening dollar.
Gold, thanks to uncertainty and inflation.
And pretty much anything to do with the cloud and AI.

Check out our full list of 2025 winners and losers.
https://quorumpw.com/blog/2025-winners-and-losers/

03/09/2026

Congratulations to Quroum partner and co-founder Sue Schaeffer—named to the Forbes | SHOOK Research Best-in-State list of Top Women Wealth Advisors for 2026. It's Sue's FOURTH time making the list.

We're thrilled to have such a highly-regarded partner on our team.

Forbes America's Top Women Wealth Advisors Best-In-State (2023, 2024, 2025 & 2026) created by SHOOK Research. Presented in February 2026 based on data gathered from June 2024 to June 2025. No fee was paid to be included in the ranking and no fee was paid to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary.

03/05/2026

The themes of 2025 seem to be extending into 2026... just look at the flat stock market for proof. So what trends did we notice in 2025 that are still worth paying attention to?

The greenback was one of the biggest losers of the year. That trend has continued so far this year... the dollar's slightly lower against a bucket of global currencies so far in 2026.

Read our full article to discover the other losers, as well as some of the biggest winners, that you'll want to keep an eye on in 2026.

https://quorumpw.com/blog/2025-winners-and-losers/

03/03/2026

Wondering what the current feeling of market stagnation tells us about the rest of the year?

We're hosting Sanctuary's Chief Investment Strategist Mary Ann Bartels at our Danville office March 4 to answer just that question... plus any others you have.

You'll need to RSVP to attend, so if you're interested, send our team a message.

12/10/2025

Will you use AI at Quorum?

That's a question we've been getting a lot in 2025, as artificial intelligence influences everything from the job market to the stock market.

We reflected on how we plan to use new technology as a firm going forward... and how we hope to balance convenience and human interaction ... in our annual state of the union.

Read more about what we learned in our 4th year in business. https://quorumpw.com/blog/four-years-in-the-books/

12/08/2025

Our principal advisors have been doing this a long time, and we've always been proud to support entrepreneurs and business owners as they scale and sell their firms.

But after 4 years in business, we now have a different perspective—one that allows us to offer greater insights to our clients.

Managing Partner Mike Barry dives into that and other reflections on four years as an independent firm. https://quorumpw.com/blog/four-years-in-the-books/

12/05/2025

Building wealth isn't just about how much money you make—it's about how much money you keep.

That's why it's so important to find an advisor who engages in comprehensive tax planning.

At Quorum, we work in tandem with your tax accountant, tax attorney, and anyone else on your financial team to identify and execute money-saving tax strategies.

Does your advisor...

Communicate with the other professionals on your team?
Look at lifetime tax rate as well as your annual rate?
Go beyond the basics?

If you answered no to any of these questions, or if you're simply wondering how getting strategic about tax can enhance your financial plan, talk to our team. https://quorumpw.com/blog/tax-prep-versus-tax-planning/

12/03/2025

It takes a Quorum. When the team at Forbes and SHOOK Research look at the roughly 20,000 independent advisory firms in the country to make a list of the top 250 firms, they look at more than just assets. They look at the client experience and how we're able to meet our clients' unique needs. While these awards tend to list firm principals on their roundups, we wouldn't deliver the kind of service that earns us a spot on this list without a full team of wealth associates and support staff.

Truly: Good financial decisions take a quorum.

Learn more about the methodology behind the Forbes / SHOOK Research Top 250 RIA awards: https://www.forbes.com/sites/rjshook/2025/10/01/methodology-americas-top-ria-firms-2025/ (Past performance does not indicate future results. Your experience may vary. No fee was paid to be considered or to hold out marketing materials.)

Address

345 Hartz Avenue
Danville, CA

Telephone

+19254880000

Website

https://quorumpw.com/

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