Media

 

CREDIT REPORTS DEMYSTIFIED

June 14, 2018 James Lenoff of Wealthquest talks about the successes and pitfalls of credit and credit reports.


 

HOW TO AVOID REGRETS ABOUT HOW YOU SPEND YOUR MONEY

June 12, 2018 How you spend your money is a loaded subject. Nearly half of Americans deem finances a hard subject to address with others.


 

GOOD DEBT VERSUS BAD DEBT

May 21, 2018
James Lenhoff with Wealthquest is here to explain the difference between good debt and bad debt.


 

RETIREMENT 101: INVESTING FOR YOUR FUTURE

Apr 13, 2018
Yearly savings needed for a secure retirement.


 

WEALTHQUEST CONTINUES GROWTH WITH SEASONED PLANNER

March 19, 2018
Wealthquest Corporation is pleased to announce that Adam Day has joined their ranks as a Wealth Management Advisor.


 

HOW TO STOP FIGHTING ABOUT MONEY

Feb 13, 2018
James Lenoff, president of Wealthquest Corp Financial has 5 thing couples can do to stop fighting over money.


 

TEACHING YOUR KIDS ABOUT MONEY

Jan 8, 2018
Teaching your kids about money just got easier with a new book from James Lenhoff of Wealthquest, “Living a Rich Life.”


 

HOW THE TAX CODE EFFECTS YOU

Dec 26, 2017
Fox19 interviews James Lenhoff for his breakdown on the tax reform bill and it’s impact on you.


 

A BREAKDOWN OF THE NEW TAX REFORM BILLS

Dec 08, 2017
Fox19 interviews James Lenhoff for his breakdown on the tax reform bill.


 

HERE ARE THE FINALISTS FOR 2017 BEST PLACES TO WORK IN CINCINNATI

Sept 07, 2017
The Business Courier announced this year’s finalists for our Best Places to Work awards. The program, now in its 15th year, recognizes Greater Cincinnati employers with the most engaged workforces.


 

CINCINNATI MONEY MANAGER BURSTS ONTO NATIONAL SCENE

Oct 05, 2017
A little-known Cincinnati money manager that has experienced dynamic growth is starting to make a splash locally and nationally. Wealthquest got its start in 2006 with $67 million and 100 clients. Now, it has soared to $810 million in assets and more than 1,000 clients.


 

FATHER-SON TEAM POWERS WEALTHQUEST GROWTH

September 27, 2017
Wealthquest Corporation is pleased to announce that David Eltringham and Matt Eltringham, father and son, have joined the ranks of the comprehensive financial services firm.




Too Much Reading for you?
Watch Our Video
×
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 the best 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

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