Wealthquest Corporation

Wealthquest Corporation advises individuals, families, ERISA retirement plans, charitable organizations, businesses, trusts and estates through tiered advisory programs (Ascend, Expeditions, and Summit) that combine portfolio management, financial planning, estate-planning assistance and tax return preparation as part of its service offerings. The firm manages approximately $2.22 billion for roughly 1,583 clients through a multi-advisor team and offers both discretionary and non-discretionary engagements.

Investment decisions are developed by an Investment Committee and implemented via asset-allocation models across multiple custodians, using mutual funds, ETFs, equities, fixed income, structured notes and option strategies with ongoing monitoring and rebalancing. WQC also integrates technology platforms such as eMoney for client planning and Future Capital for certain defined-contribution participant services, and discloses use of DFA funds, structured products and high-yield bonds in appropriate client accounts.

The brochure notes a few features that are less common among similar multi-team firms: WQC’s marketing materials include hypothetical performance scenarios and the use of client testimonials. The firm also documents specific client benefits that may affect suitability comparisons — most notably generally complimentary 1040 tax-return preparation and an estate-planning credit program (typical upfront credits of $750–$5,000 with potential additional credits), along with selective use of cross-trades and structured investments.