WealthQuest Financial Planning

Contact

Achieving a rich life begins with a conversation.

Our team is happy to help determine the course of action that is right for you.
Please contact the nearest office to get started.

Cincinnati

50 E-Business Way
Suite 120
Cincinnati, OH 45241
Tel: 513.530.9700
Fax: 513.530.9776
info@wqcorp.com

Mon – Thur 8AM – 5PM
Friday 8AM – 12PM
Sat – Sun Closed

Chicago

2211 York Rd
Suite 210
Oak Brook, IL 60523
T: 630.581.3580
F: 513.530.9776
info@wqcorp.com

Mon – Thur 8AM – 5PM
Friday 8AM – 12PM
Sat – Sun Closed



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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
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$350,000 - $2,500,000
 
 
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> $2,500,000
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