AdFi
IW

Ian Weiner, CFP®, CEPA®

Bentonville, AR
Verified Identity

Founder at

Bespoke Wealth Solutions

Years of Experience

7 years

Member Since

2022

Allow Me to Introduce Myself

I'm Ian, I help discerning investors, families and business owners take back as much of their time as possible, while making sure they don't miss out of investment opportunities, and tax strategies to keep more of their wealth and pay as little as possible to Uncle Sam. The way we'll work together...

Clientele

Inheritors
Retirees
Ultra High Net Worth Individuals
Surviving Spouses
High Net Worth Individuals
Wealthy Families
Business Owners

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

Investment advice is offered through Fortis Capital Advisors, LLC, 7301 Mission Road, Suite 326, Prairie Village, Kansas 66208, an investment adviser registered with the Securities and Exchange Commission ("SEC"). Insurance Products are offered through Fortis Brokerage Services, Inc. Additional Information about Fortis Capital Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov. Securities offered through Quincy Wells Capital, LLC, member FINRA/SIPC. Nothing in this communication should be construed as a solicitation to buy or sell any investment. Investments in products such as DSTs can only be made through a PPM and are for accredited investors only. This e-mail, including any attachments, is intended only for the person or entity to which it is addressed, and may contain confidential information that is proprietary or privileged. If you are not the intended recipient, please immediately notify the sender by replying to this email and delete the message and any attachment(s) from your system. Any review, retransmission, disclosure, saving, copying, printing, modification or other use of this email message or attachments other than by the person or entity to which it is addressed is forbidden. Quincy Wells Capital, LLC and Quincy Wells Advisors, LLC (collectively “QWC & QWA”) archive and review outgoing and incoming e-mail and it may be produced at the request of regulators or in connection with any litigation. QWC & QWA accept no liability for any errors or omissions arising as a result of transmission. Any proposals, offers or other potential terms described or referred to in this message are "subject to contract" and shall not be binding on any member of QWC & QWA, or any affiliate thereof, unless otherwise expressed and intended or until documented in a written agreement executed by all necessary parties by their duly authorized representative(s). Past performance is not indicative of future results. Please do not convey securities orders via e-mail, as QWC & QWA are not responsible for their timely execution. The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete it.

Member FINRA/SIPC

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Profile Last Updated: July 31, 2026