The Quantus Group

Investments and taxes.Under one roof.

One firm for both. What you’re taxed on, whether it comes from a business you own or a paycheck and a stock plan, and what happens to the money after. We plan them together, because each one changes the other.

Book a call →See the work ↓

Business owners · Executives · Anyone with a large tax bill and a decision about it

A-000 · The firm

Same work. Two rooms.

You’re taxed on what you earn and on what you invest. Your CPA files the return. Your advisor runs the portfolio. The decisions that connect the two belong to neither of them. Here they’re one plan, with a door between.

Sheet A-010 · Connections

The decisions

Four decisions.One plan.

What you’re taxed on, what you can deduct, what holds your money, and how much risk it carries. Each one changes the others, so they’re made together.

  1. 01Tax

    For owners

    Tax design

    How the business earns and pays you decides what you're taxed on, when, and at what rate.

    See tax design
  2. 02Both

    For executives

    Strategic deductions

    A paycheck can't be restructured. The deductions come from what you buy with it.

    See deductions
  3. 03Both

    For owners and investors

    Structure

    What you keep depends on what holds it: the entity your business runs through, and the account each investment sits in.

    Entities Accounts
  4. 04Investments

    For any portfolio

    Risk and return

    Most portfolios were built for a market that's gone. Take control of how much risk you carry, and for how long.

    See what changed

Sheet A-020 · Principals

Who does the work

Two partners.On every engagement.

Shaun Eck and Jordan Frenkel are the firm’s managing partners and co-founders. Both work on every engagement, tax and investments alike.

Shaun Eck

Series 7 · 66

VP and Portfolio Advisor at Merrill Lynch, then SVP of Advanced Planning at a family-office-owned advisory firm.

Jordan Frenkel

CPA · MBA

Over a decade at Guggenheim Partners, as Head of Special Projects for the Global CIO. Began his career at PwC.

Schedule · What an engagement produces

  • 01
    The tax plan. A written plan that puts a dollar figure on each move and shows how each figure was calculated.
  • 02
    The portfolio analysis. Every account read as one portfolio, with what it costs you in tax, fees and placement, and what we’d change.
  • 03
    If you’re selling, both. What the sale costs you was decided years ago. What happens to the proceeds hasn’t been decided yet. See the sale
ProjectThe Quantus Group · Engagement
Sheet titlePrincipals
DrawnS.E. · J.F.
CheckedJ.F. · S.E.
Issued2026
SheetA-020
More about the firm See results

Sheet A-900 · Issue

Start

One call covers both.You don’t have to pick first.

ScopeTax and investments
DurationThirty minutes
You leave withAnswers and direction
Prepared byThe principals

Most people aren’t sure where to start. Working that out is the first thing the call does.

Book a call

Issued for review · 2026 · Rev A