All too often, we hear people tell us that fear, confusion or busyness is preventing them from living the lives they always thought they would. We decided it was time for that to change. Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of professionals, all under one roof, for one simple fee.
And always with your vision in mind. Wealthquest is designed to guide you through the entire financial landscape from initial investment decisions to establishing your legacy. We offer a three-tiered approach to meet your specific needs, starting right now. You're just starting to climb! While family and work demand most of your time and energy, you realize that planning for your future isn't getting the attention it deserves.
And always with your vision in mind. Wealthquest is designed to guide you through the entire financial landscape from initial investment decisions to establishing your legacy. We offer a three-tiered approach to meet your specific needs, starting right now. You're just starting to climb! While family and work demand most of your time and energy, you realize that planning for your future isn't getting the attention it deserves.
Services
Our people lead with their expertise, work ethic, and character. Yet, it is our heart to serve which drives Wealthquest employees. Serving others both at work and at home creates a special culture that attracts clients and employees alike. We've found that a culture of service translates to great service for our clients.
Wealthquest offers comprehensive financial planning and wealth management services-everything coordinated by one team of professionals, all under one roof, for one simple fee. Without Wealthquest on your side, it's easy to get stuck in the middle trying to manage your finances between advisors. It's like a game of telephone-tag.
Regardless of your level of wealth or the season of life you are in, we believe you deserve to have an integrated team working for you to build a comprehensive financial plan. That's why we've developed a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of professionals, all under one roof, for one simple fee.
Finding the right financial advisor - one who is a good fit for you and your family - can be very challenging. In this video David Kern, a financial advisor at Wealthquest, shares some questions and thoughts to keep in mind when you're looking for a financial advisor. A lifestyle creep is when someone gets a salary raise, and instead of intentionally saving that money, they start buying more expensive clothes or eating out more.
If you have a question, concern or need to get in touch with our team, please don't hesitate to reach out. Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of fiduciary professionals all under one roof, for one simple fee.
Reviews (10)
Allison Fingerett
Dec 27, 2021
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I want to shout from the rooftops about how much I love Wealthquest.
My financial advisor, Angela Williams, is extremely knowledgeable and she makes that knowledge accessible. Working with her is a delight, and I have seen steady growth from the holdings that Wealthquest is consistently optimizing on my behalf.
Of all the things there are to stress about in life, I've never once stressed about my investments. I trust Angela and the entire Wealthquest team implicitly. Every year they give me more reasons to appreciate them!
My financial advisor, Angela Williams, is extremely knowledgeable and she makes that knowledge accessible. Working with her is a delight, and I have seen steady growth from the holdings that Wealthquest is consistently optimizing on my behalf.
Of all the things there are to stress about in life, I've never once stressed about my investments. I trust Angela and the entire Wealthquest team implicitly. Every year they give me more reasons to appreciate them!
Terry Jepson
Dec 19, 2021
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Wealthquest has brought us peace of mind as we trust them with not only our financial investments and taxes, but they also helped us set up our trust. Adam brings clarity to our discussions, as he is very knowledgable and experienced. Every employee at Wealthquest has been more than kind, helpful and professional, along with personal. We feel we are part of the Wealthquest family!
Teri Dean
Oct 12, 2021
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My husband and I have been clients of Wealthquest since early 2008. Awkward timing that we invested with them just before the economic downtown that following year. But they stuck with us through that period, and the rebound, and our retirement planning, and our eventual retirement, with EXCELLENT advice and guidance that actually helped enable us to retire earlier than we expected. They have also managed the assets of our parents with great success. As our financial and family situation has gotten more complex, they've provided guidance I didn't even know I needed. I highly recommend them!
Eric Padderud
Sep 14, 2021
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My wife and I have been with WealthQuest over 11 years and have been very pleased with our financial results and their total approach to financial planning. Our advisor is James Lenhoff, who has been excellent in every way. That said, everyone in the WealthQuest organization we have worked with over the years has been outstanding.
Some of the qualities that stand out are their professionalism, comprehensive approach to financial planning, responsiveness, communication skills and integrity.
Also, their financial reporting apps are excellent and allow their clients to view their WealthQuest financial
Some of the qualities that stand out are their professionalism, comprehensive approach to financial planning, responsiveness, communication skills and integrity.
Also, their financial reporting apps are excellent and allow their clients to view their WealthQuest financial
Ron Jones
Aug 14, 2021
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Wealthquest is a top shelf operation. I had a long standing relationship with one of the "name brand" firms and thought I was satisfied when I met Shawn Scott - a financial advisor at Wealthquest. The attention to detail, the value, the business model, the customer service, etc. blew my wife and I away. It's been almost a year since we made the switch and we couldn't be more pleased.
Even if you are happy where you are, I would highly recommend giving these guys a listen.
Even if you are happy where you are, I would highly recommend giving these guys a listen.
Cindy Unkenholt
Jul 27, 2021
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Wealthquest has been an excellent fit for me and my husband. They have provided us far more than just investment advice and services. They have worked with us to handle our taxes and also our estate planning needs. They have reviewed our charitable contributions and recommended ways for our dollars to go farther for both us and the causes we support. In our time with them they have truly delivered on their promises and their philosophy rings true with each employee you encounter. We strongly recommend them to anyone looking to get more from their investment advisor.
Mike Kaufhold
Jul 25, 2021
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Wealthquest has been a financial game changer for my family! They are very professional, responsible and trustworthy. Mike L and team have done an excellent job over the past 5+ years helping us organize our investments, estate planning, retirement planning etc. While Jason H has always provided valuable and timely family tax advice and preparation! Wealthquest does a great job of looking at your total "picture" and what is right for your family and future. If I could give more than a 5 star review I would!
Beth Caulk
Jul 20, 2021
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I rarely write reviews, but believe Wealthquest deserves recommendation for what we consider to be a phenomenal organization. We have been with them for a number of years now, and I think the number one area of appreciation for us would be their level of communication. Excellent! Additionally it's a one stop shop for Financial planning, Estate planning, and Tax preparation! We truly feel like everyone there is looking out for our best interests all the time. Thanks Wealthquest!
Anne Noe
Jun 10, 2021
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Wealthquest has changed our lives and our family legacy. I recommend them to everyone I know and love. They are so much more than an investment advisor. They helped us set up a trust, do our yearly taxes and help us with financial decisions along the way. David has been our advisor since we started with Wealthquest 7 years ago and has helped us through so many big financial decisions. His guidance has been crucial in our ability to be financially successful now and therefore in our future retirement as well. They have helped shape a new concept of money management for our family. Everyone that
Michael G.
Jan 29, 2020
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