Due to the continued concern for the safety and well-being of both our clients and employees, Wealthquest is extending the policy of no in-person appointments at both our Cincinnati and Chicago locations.
Our Ohio office remains open and operating at full capacity just with fewer on-site staff. Please note our Chicago office also continues to work remotely and all mail and deliveries should be sent to the Cincinnati office for the most expedient response. All phone numbers, email addresses, and communication methods with Wealthquest remain unchanged. Be sure to speak with your Advisor or Coordinator if you want to schedule a virtual meeting or call.
If you would like to drop off documents at our Cincinnati location, you can do so in our secure slot to the left of our main doors. We encourage you to send documents electronically when possible and to use direct custodian online access whenever possible. Please call us if you have questions.
We understand that our clients are looking for guidance and expertise now more than ever. We stand ready and committed to deliver. Please feel free to contact your Wealth Advisor or Wealth Coordinator at any time.