Services

Reaching your goals and dreams is often the result of purposeful planning, good advice, and mature investing. Wealthquest helps you to reach your goals with a sound and proven approach to portfolio management. Our advisors hold highly regarded designations in the field of investment management, the CFP® and CFA® marks. We will apply our experience and expertise to managing your investment assets, while always keeping your tolerance for risk in focus.

This service is offered for clients on these financial paths:

One goal nearly all investors share is planning for a comfortable and secure retirement, and preparation is grounded in a sound financial plan. While this is a simple concept, an accurate and thorough plan can lead families through complex and competing goals. Wealthquest can develop a personalized strategy that helps you to properly balance these  needs.

If you are ready to retire or already retired, we can help you to build a plan that will ensure the future security of your retirement. And we will analyze your sources of income to coordinate the most tax efficient means for providing the income you require.

This service is offered for clients on these financial paths:

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.

This service is offered for clients on these financial paths:

If the thought of saving for your child’s or grandchild’s education causes concern or even panic, consider adding a College Funding Plan to your portfolio. We will work with you to define your goals while keeping your own potential retirement objectives in mind. We will discuss with you the many saving vehicles and gifting strategies that are available to aid you in this effort, and we will help you to implement a plan that will put you on track to reach your goal.

This service is offered for clients on these financial paths:

When it comes to personal finances, life, disability, and long-term care insurance are topics that many people dislike the most. However, most people recognize that insurance is a vital component in managing their financial and family affairs responsibly. The proper types and amounts of insurance can help protect your family from a devastating financial loss. We will review your current policies, and, if needed, explore the most appropriate type of insurance for your specific situation, as well as ownership and beneficiary designations.

This service is offered for clients on these financial paths:

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 core service to bring proactive tax planning to a new level.

This service is offered for clients on these financial paths:

One person’s meaningful life can affect countless others with proper planning. We can offer the perspective that comes from watching how the legacy that our clients had intended was actually lived out.  We start with a discussion about the impact you want to make, and the unique mark you want to leave on the people and causes you care most about.  Then, we can help you design an advanced estate plan that will make that impact.  And, when the time comes, we are there to help make sure it is carried out in a way that matches what you told us you wanted.

This service is offered for clients on these financial paths:

  • Investments starting above
    $2,500,000

Whether through a Charitable Trust, Foundation, Endowment, or Donor-Advised Fund, Wealthquest offers the strategies needed to expand the scope of your wealth through charity.  We will explore the options that apply to your situation, and help you understand the benefits and drawbacks to each specific design.  We will look at the options from every angle, not only what works best for you, but also what is best for the charities, and what you can do to keep your heirs involved in the causes you believe in.

This service is offered for clients on these financial paths:

  • Investments starting above
    $2,500,000

We are always upfront about our fees.

Calculate yours now


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