Wealthquest

Description

• Wealth management in America has traditionally been a segmented service of what can often be contradictory advice. In order to adequately plan for the future, you need to maintain relationships with an investment manager, an attorney, an accountant, and a financial planner. The problem with this approach is that there is little or no communication among these various experts, with each providing advice based upon their limited vision of your situation. The result is an inefficient plan with a burdensome cost structure, where you need to direct all of the individual moving parts.At Wealthquest Corporation, we have built our firm on the concept of providing a comprehensive approach to wealth management. Wealthquest Corporation is a fee-based Registered Investment Advisor. We bring expertise in the areas of investment management, financial planning, estate planning, and tax advice under one roof and for one all-inclusive cost. Our team of experts holds the most highly regarded designations in each of these respective disciplines; the Certified Financial PlannerTM (CFP®), Chartered Financial Analyst® (CFA®), and Certified Public Accountant (CPA) marks. Our philosophy is simple: One team, sharing information, creating a comprehensive plan for our client's financial future.This multi-faceted expertise and coordinated approach provides our clients the peace of mind that comes from knowing that their wealth is being managed with vision, integrity, and purpose.
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  Headquarters:50 East Business Way , Cincinnati, Ohio, United States

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  Phone Number: +1 513-530-9700

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  Website: https://www.wqcorp.com

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  Employees:30

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  Revenue:$1 - 10M

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  Legal Name:Wealthquest

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• |  NAICS Code: 561499  |

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