Securities offered through Quincy Wells Capital, LLC, member FINRA/SIPC.

QOZ Advisors is a marketing name used by QOZ Advisors LLC. QOZ Advisors LLC is not a registered broker-dealer or investment adviser.

Check Paul Hogenson on FINRA BrokerCheck · Quincy Wells Capital on BrokerCheck · SIPC

A conversation with Paul Hogenson

Let’s discuss your next chapter.

Tell us about the business, stock or real estate sale you are considering. Paul reviews every inquiry and follows up using your preferred contact method.

General investment guideline: $100,000; smaller amounts may be considered case by case. Offering minimums and eligibility vary. This does not establish eligibility or suitability. Consultations are up to 45 minutes.

Book a 45-minute phone consultation

Start with a few details

Estimates are welcome. Do not include account numbers, Social Security numbers, tax returns or confidential transaction documents.

If the form does not load, open the inquiry form, call 480.914.1031 or email paul@qozadvisors.com.

What happens next?

Paul reviews your starting point, sale timing and questions.
He contacts you to clarify your needs and discuss the next step.
If helpful, arrange a conversation of up to 45 minutes during business hours.

An inquiry is not an investment commitment. Your CPA and attorney should address tax eligibility, deadlines and legal questions.