Wealthquest Fully Operational. Click Here For More Details.

The State of Ohio issued a Stay at Home Order effective 11:59 p.m. on March 23, 2020, until 11:59 p.m. on April 6, 2020. This order identifies businesses and operations deemed essential and therefore exempt. Wealthquest is considered an essential business. Our Ohio office will remain open and operating at full capacity just with fewer on-site staff. Please note our Chicago office will be working remotely and all mail and deliveries should be sent to the Cincinnati office until further notice. All phone numbers, email addresses, and communication methods with Wealthquest are unchanged. If you are interested, you can view the full order from the State of Ohio here.

We will continue to conduct business while maintaining our top priority of serving our clients, and keeping them and our employees safe. Most of our staff is already working from home and will continue to do so. Staff that remain in the office will follow local, state, and federal recommendations and guidelines closely. 

We are still able to receive mail and deliveries. Documents that are dropped off should be left in our secure slot to the left of our main doors. Given the orders in Ohio and many other states to stay at home, 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.

We wish you the best of health during this time and we look forward to continuing to serve you!

Resourceful Links: 

Cincinnati Regional Chamber – Daily Covid-19 Updates

Ohio Department of Health – Daily Covid-19 Updates

Center for Disease Control & Prevention – Important FAQs

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Invest In Your Life. We’ll Do The Rest.

Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of fiduciary experts, all under one roof, for one simple fee. Wealthquest is a fee-only financial planning and wealth management firm focused on the integration of your life and finances. Regardless of your account size or stage of life, our firm can help.

Cincinnati

50 E-Business Way
Suite 120
Cincinnati, OH 45241

T: 513.530.9700
F: 513.530.9776
info@wqcorp.com

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

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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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Cincinnati

Tel: 513.530.9700
Fax: 513.530.9776
info@wqcorp.com

Chicago

T: 630.581.3580
F: 513.530.9776
info@wqcorp.com