John Clagett, CPWA®
Managing Director

John’s holistic approach to wealth management has been honed through nearly thirty years of working with affluent families in the financial services industry. His unique focus to deliver client-centered solutions was born from first-hand experience in both large regional brokerage houses, boutique firms and as Co-founder/Owner of Q4 Wealth Management Inc.

John is a Certified Private Wealth Advisor (CPWA®), an advanced credential created specifically for wealth managers who work with high-net-worth individuals and families with complex challenges. This allows him to also coordinate proactively the financial, investment, tax, insurance, and estate aspects of a client’s wealth management plan.

John enjoys all things outdoors — skiing, tennis, golf, and hiking. John graduated from Emory University with a B.A. in History. He is active with the Camping & Education Foundation (Camp Kooch-i-Ching, and Ogichi Daa Kwe), camps where he and his daughter are alums.