Wealthquest

Business Details

Your Trusted Partner for Coordinated Wealth Management

Wealthquest was founded on the principle that the financial services industry could better serve families by eliminating fragmented advice and creating a unified approach. Our Cincinnati-based firm delivers coordinated wealth management solutions to clients across 44 states, integrating investments, financial planning, tax preparation, and estate planning under one roof. With recognition as a Top 300 RIA by Financial Times and multiple Best Places to Work awards, we combine decades of industry experience with innovative strategies to simplify complex financial challenges.

Our team of certified professionals prioritizes client needs through transparent communication, proactive tax optimization, and diversified portfolio management. By maintaining affiliations with leading financial institutions and adhering to strict compliance standards, we ensure clients receive comprehensive, conflict-free advice tailored to their unique life goals.

Services

Tax Planning Estate Planning Investment Management Financial Planning Retirement Income Planning

Highlights and features

We integrate investments, tax, and estate planning under one roof with one team
Our Cincinnati-based firm serves clients across 44 states nationwide
Recognized as Top 300 RIA by Financial Times and Best Places to Work
Implement proactive tax optimization and diversified portfolio strategies
Charge one simple fee structure with complete transparency

What people say

Best Places to Work Top 300 RIA Top 100 Wealth Managers Award-winning service Proactive tax strategies

Website

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Services

Tax Planning

Our tax planning service combines year-round strategy development with in-house preparation to minimize liabilities. We optimize current-year filings while implementing lifetime tax reduction strategies tailored to individual financial situations. This comprehensive approach ensures clients benefit from coordinated tax-efficient investing alongside their broader wealth management plan.

Estate Planning

We create customized estate plans that protect assets and ensure legacy intentions are fulfilled. Our approach integrates legal documentation with investment strategies to maintain wealth continuity across generations. Services include trust creation, beneficiary designations, and succession planning aligned with each client's family structure and financial goals.

Investment Management

Our investment management focuses on diversified portfolio strategies designed for consistent returns. We employ tax-loss harvesting techniques and alternative investment options to balance risk while pursuing growth. Retirement income planning ensures sustainable cash flow throughout clients' post-career years through carefully structured asset allocation.

Financial Planning

We develop comprehensive financial plans addressing short and long-term objectives through coordinated strategy sessions. Our planners analyze cash flow, retirement timelines, and risk management needs to create actionable roadmaps. This holistic approach ensures all financial aspects work together efficiently toward achieving personal life goals.

Retirement Planning

Our retirement planning service creates sustainable income streams through strategic portfolio management and tax-efficient withdrawals. We coordinate Social Security optimization with pension planning while maintaining liquidity for healthcare expenses. Personalized timelines ensure clients transition smoothly into retirement with financial confidence and ongoing plan adjustments.

Questions

What services does Wealthquest offer?

We provide integrated tax planning, estate planning, investment management, and financial planning services through a coordinated team approach.

How is Wealthquest different from other financial advisors?

We combine multiple financial disciplines under one roof with one simple fee, eliminating fragmented advice from multiple providers.

Where does Wealthquest operate?

While based in Cincinnati, we serve clients across 44 states through our coordinated wealth management platform.

What fee structure does Wealthquest use?

We charge one simple, transparent fee for our comprehensive services with no hidden costs or additional charges.

How can I start working with Wealthquest?

Begin with a free consultation call to discuss your financial goals and determine if our coordinated approach meets your needs.

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Reviews (4)

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Allison Fingerett

Dec 27, 2021 Report

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!

Terry Jepson

Dec 19, 2021 Report

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 Report

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 Report

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