Bquest

bQuest is proud to partner with the Association of Senior & Specialty Move Managers (NASMM), the leading organization representing professionals who help older adults and families organize, downsize, relocate, and age in place.

Life transitions involving a home are often emotional, complex, and deeply personal. That’s why it matters who families turn to for support.

NASMM is committed to advancing professionalism and accountability within the senior move management industry through rigorous education, ethical standards, and ongoing professional development. Before becoming full members, NASMM professionals must complete specialized training in ethics and accountability, commit to a comprehensive Code of Ethics, and uphold standards that prioritize client advocacy, self-determination, privacy, integrity, and continuing education.

At bQuest, we are intentional about the professionals we bring into our ecosystem. Our partnership with NASMM helps strengthen the quality, trust, and expertise available to the families and financial advisors we serve.

By connecting advisors and their clients with highly qualified professionals who specialize in downsizing, relocation, organization, and aging-in-place transitions, we help ensure that major life changes are navigated with dignity, compassion, and care.

Together, bQuest and NASMM share a commitment to elevating standards, promoting ethical service, and supporting older adults through every stage of aging.

"Long-term, continued care through all phases of their lives."

That's how Halbert Hargrove COO Cecilia Williams, CFP®, AIF® describes their commitment to clients, and it's why the firm partnered with bQuest. InvestmentNews covered the partnership this week, alongside Halbert Hargrove's $4.2B AUM milestone.

Congrats on that achievement, Halbert Hargrove team! And thank you for your commitment to serving your clients as they navigate aging, care giving and living longer than ever.

📑 https://www.investmentnews.com/ria-news/ria-moves-sanctuary-wealth-supports-launch-of-lgbtq-focused-pierstone-wealth-management/267102