The Wealthquest Financial Path

Investments starting at $2.5 million

The view from your vantage point is remarkable. You’ve achieved financial independence. Now it’s time to determine how to deploy your wealth in ways that fulfill your dreams and those of your family.

You’ll join our team of experts at the table to map out the future. Together, we will discuss what’s best for the people and causes you love, so we can make sure their interests are protected. And we’ll help you make memories with your loved ones now. Sometimes going on a safari is better than leaving behind a check. We can also help you to contribute to charities, set up scholarship funds, or send your grandchildren to college.

All of the services below offered at no additional cost.

Investment Management

Competitors' Services: "Passive or Active Management"

  • Institutional Asset Allocation
  • Combines the best Active, Passive, and Alternative Strategies
  • Customized around client concentrated holdings
  • Option Strategies for unique needs

Diversified investment portfolios that match client risk tolerance.

Retirement Planning

Competitors' Services: "Static financial projections a la carte"

  • Dedicated Financial Planning Department
  • Cloud-based planning system with daily updates
  • Automated account aggregation
  • Clear step-by-step direction to accomplish goals
  • What-if scenarios to test alternative paths
  • Proactive tracking and advice

Tax Prep

Competitors' Services: "Outside CPA referral"

  • CPA/EA Prepared Federal, State and Local Tax Returns
  • Tax Bracket Management
  • December Deadline Tax Review
  • Proactive Deduction Strategies
  • Coordination with Financial Plan

Estate Planning

Competitors' Services: "Outside attorney referral"

  • Plan Design Direction
  • Existing Document Review
  • Estate Document Prep Credit (Amount Based on Assets)
  • Cost Efficient Transfer Strategies
  • Protecting the Next Generation

Legacy Planning

Competitors' Services: "Limited scope"

  • Advanced Estate Plan Modeling
  • Generation-Skip Strategies
  • Tax Reduction Strategies
  • Irrevocable Trust Analyses
  • Family Fire Drill

Charitable Strategies

Competitors' Services: "Limited scope"

  • Charitable Trust Design
  • Donor-Advised Funds
  • Highly Appreciated Property Strategies
  • Private Family Foundations

College Planning

Competitors' Services: "529 plan"

  • School-Specific Affordability Analysis
  • FAFSA Assistance
  • Birkman Assessment for Student
  • Tax Efficient Funding and Savings Strategies
  • Coordination with Financial Plan

Risk Management

Competitors' Services: "Buy a policy"

  • Objective Needs-Based Assessments
  • Smart Search Underwriting
  • Existing Policy Review
  • Long-Term Care Planning
  • Coordination with Financial Plan

Lets Start the

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A zero fine print policy - no additional cost.

Annual Percentage

Annual Fee

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  • Protect your investments
  • Count down to retirement with peace of mind
  • Execute your estate plan
  • Send your final checks to kids' colleges (throw a party)
  • Evaluate your insurance coverage (so you can enjoy the party)
  • Long-term Care planning
  • Tax preparation by people who know your complete financial picture
Get Started Today

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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 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