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Ascend Services

You’re in the thick of it. While family and work demand the best of your time and energy, you realize that planning your financial future isn’t getting the attention it deserves. Sure, someday you’ll get around to building a plan, but the cost of inaction is real and carries high risks for you and your family. With Ascend, we work with you now to build an investment strategy and financial plan that fits your needs. Then, as you continue to invest, save, and set goals for your future, you can trek on with confidence – knowing you have the expertise of an entire investment firm as your guide.

Whether it’s paying down debt, saving for college, or balancing a budget, we take the guesswork out of planning your financial future. With a Certified Financial Planner (CFP®) as your guide, you’ll be able to pursue your financial goals with intentionality and confidence.

The Ascend Services are

Investment Management with Mobile App

You’re in the thick of it. While family and work demand the best of your time and energy, you realize that planning your financial future isn’t getting the attention it deserves. Sure, someday you’ll get around to building a plan, but the cost of inaction is real and carries high risks for you and your family. With Ascend, we work with you now to build an investment strategy and financial plan that fits your needs. Then, as you continue to invest, save, and set goals for your future, you can trek on with confidence – knowing you have the expertise of an entire investment firm as your guide.

Whether it’s paying down debt, saving for college, or balancing a budget, we take the guesswork out of planning your financial future. With a Certified Financial Planner (CFP®) as your guide, you’ll be able to pursue your financial goals with intentionality and confidence.

Portfolio management | automatic rebalancing | tax-loss harvesting

Planning

Financial Planning

Have you ever wondered how all the pieces of your financial puzzle fit together? Investments, taxes, insurance, estate planning, debt management, education funding – these may just be some of the intertwining elements of your financial picture. Together we’ll sit down and sort through all the moving pieces and build a customized strategy that will help you achieve your goals. All this is done in real time and under the trusted direction of your dedicated Certified Financial Planner (CFP®) professional.

  • Financial plan
  • balance sheet
  • cash flow analysis
  • risk analysis
  • education analysis and personalized recommendations

Estate Planning

Who will inherit your property when you die? What kind of medical treatments will you want to receive – or avoid – if you become critically ill? Thinking about issues like these is what estate planning encompasses. When you plan your estate, you create a directive of how your financial and personal affairs should be handled after you can no longer manage them.

We will evaluate pitfalls in your current plan, make you aware of opportunities you may be missing, and walk you through the many options available to you. Then we help you to prioritize your goals and to implement your plan with the aid of an experienced estate planning attorney.

  • Estate planning document preparation credit ($500)
  • estate document audit
  • document storage
  • beneficiary review and maintenance.

Taxes

Tax Prep and Planning

Proper tax planning can minimize your current and future tax burden, providing you with efficient means of accomplishing your goals. We can help you identify opportunities you may not be aware of and develop tax saving strategies to maximize your income and asset growth.

We offer tax preparation as part of our Expeditions and Summit service to bring proactive tax planning to a new level.

  • 1040 tax return preparation
  • state and local tax preparation
  • estimated payment preparation
  • tax planning
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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

MAP

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

MAP

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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