Wealthquest Continues Growth with Seasoned Planner

CINCINNATI – Wealthquest Corporation is pleased to announce that Adam Day has joined their ranks as a Wealth Management Advisor.

Adam, a Certified Financial PlannerTM & Retirement Income Certified Professional®, helps busy professionals and retirees to plan for and achieve their financial goals.

“We are so excited to add Adam’s robust planning experience to our team. His care for his clients, and his attention to detail are a perfect fit for the work we do,” said James Lenhoff, President of Wealthquest. “His family’s focus on serving others, and his involvement in the community are exactly what we are about as a company.”

Adam is already rolling up his sleeves and using his previous experience to help Wealthquest enhance their Ascend service offering for young families. He will also be working with the financial planning team to help design sophisticated solutions for their high net worth clients.

“Wealthquest’s planning philosophy and firm values align perfectly with what I want for my clients,” said Adam Day. “No one else in Cincinnati offers portfolio management, tax preparation, financial planning, and estate document reimbursement all for one simple fee. My professional mission has always been ‘people before profit’ and I’m truly excited that I get to do that here.”

In his previous post, Adam served over 250 families. During his career he has developed extensive experience with investments, retirement planning, and insurance. He is excited to be back in his hometown and looking forward to working hard to build wealth for Cincinnati families.

Adam and his wife Kristin are relocating back to Cincinnati from Toledo. They are dedicated parents to Pierson and Lillian, and are looking forward to raising their family in Cincinnati.



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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 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