Wealthquest

Wealthquest

Financial Services Cincinnati, Oh, United States 42 employees
Employees
42
Contacts
3
Emails
3
Phones
1

Wealthquest Overview

Headquarters
Cincinnati, Oh, United States
Phone Number
Available in AeroLeads
Website
www.wqcorp.com
Industry
Financial Services
Employees
42
Founded
2006
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Wealthquest

Everybody wants help managing their finances. That's why successful and busy people like you seek experts when facing the new and unexpected. You reach out to people like your attorney, financial planner, and accountant, hoping they can point you in the right direction. But the wealth management industry is broken. While each person may counsel you with expertise, every piece of advice leads down a different path. You end up left in the middle trying to coordinate all of the moving parts and making a decision on something you've never experienced before. Sound overwhelming? That's because it is. One Team. One Plan. One Simple Fee. Discover a new approach to coordinated 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. For informational purposes only. Past performance is not indicative of future results. Investing involves risk, including the possibility of loss of principal. Wealthquest Corporation (“Wealthquest”) is an SEC-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The ideas expressed do not constitute legal, tax, or investment advice or a recommendation of any particular strategy. Before investment decisions, seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory, and foreign currency requirements for any investment according to the laws of your home country and place of residence. Any forward-looking statements are based on assumptions, and results may vary. Information presented from third parties is believed to be reliable, but no warranty is provided. Wealthquest is not required to update information presented unless otherwise required by applicable law. For more information, including our Form ADV Part 2A Brochure, visit https://adviserinfo.sec.gov/firm/summary/141473 or contact us at 513-530-9700.

Wealthquest Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
1
33.3% coverage

Wealthquest Org Chart

Sample employees and titles
Name Title Contact
Courtney Murnen Cpa-tax Advisor
Email Phone
Rubina Singla Head - Wealthquest , a Financial
Email
Trishna Keiser, Cpa One Company. One Fee. Everything You
Email

Employees by Management Level

Individual contributor 9 profiles
Associate / junior 3 profiles
Executive 2 profiles
Senior / Lead 2 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 7 7 2
Executive 2 2 1
Sales 1 1 1
Finance 1 1 0
Marketing 1 1 0
Operations 1 1 0

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