Wealthquest

Testimonial Tuesday: The Power of Complete Financial Care

At Wealthquest, our goal is to give clients total peace of mind by managing every piece of their financial picture under one roof. Whether it's comprehensive financial planning or navigating complex tax strategies, our team is committed to delivering knowledgeable, attentive, and deeply personalized guidance every step of the way.

Thanks Anita for the kind words and for trusting us with your financial journey over the years!

Learn more about our approach: https://www.wqcorp.com/what-we-do

*Full disclosure in company overview.

Meet Amanda Ohe!

With 5 years in automobile finance, Amanda brings great experience in business communication, technology, project management, and vendor relations to our team.

As Wealth Coordinator, she keeps operations running smoothly by providing top-tier administrative and tech support to our team while working directly with clients on their everyday needs.

Outside the office, Amanda is a proud mom of five (a son, a daughter, and three stepdaughters!) who enjoys traveling, cooking, and spending time with her family.

*Full disclosure in company overview.

Do you know whether a simple will or a trust is the right fit for your family's estate plan?

While both are designed to protect your assets, they serve very different purposes depending on your goals, family structure, and overall financial picture. We broke down the key differences to help you navigate this important choice with total clarity.

Read our latest FAQ:https://lnkd.in/eBuH-TGx

*Full disclosure in company overview.

Talking about prenuptial and postnuptial agreements isn't about planning for a rainy day—it's about building a clear, strong foundation for your family's financial future.

When thoughtfully crafted, these agreements serve as powerful tools to protect inheritances, safeguard business ventures, and bring total clarity to your estate plan.

Join us on September 17th as we sit down with KMK Law attorneys Kourtney Brueckner and Taylor Baumeister. They'll be breaking down how modern couples—from newlyweds and blended families to multigenerational estate planners—can use these strategies to protect loved ones and preserve family wealth.

Register today: https://www.wqcorp.com/events/love-legacy-using-prenuptial-agreements-and-postnuptial-agreements-to-safeguard-your-familys-wealth

*Full disclosure in company overview.

Money Monday: Giving the Next Generation a Financial Head Start 💡

The tax landscape for family savings has officially evolved with the passage of the One Big Beautiful Bill Act and the introduction of Trump Accounts.

These new tax-advantaged accounts for children under 18 offer families a powerful way to leverage early compound growth. In our latest blog post, the Wealthquest team breaks down:

- How Trump Accounts compare to 529s and Roth IRAs

- Contribution limits, rules, and government pilot grants

- Strategic tax considerations for your family wealth plan

Read the full breakdown on our blog:

Taking Advantage of Trump Accounts & the One Big Beautiful Bill Act | Wealthquest Library Trump Accounts are long-term investment retirement accounts for children under 18, meant to provide them with a financial headstart for retirement.

Love & Legacy: Safeguarding Your Family's Wealth

How can you protect the people you love while preserving the legacy you've built?

When most people hear "prenup" or "postnup," they think of divorce. In reality, these
agreements are powerful tools for preserving inheritances, protecting business interests, and securing your long-term estate plan.

Join us on September 17th with KMK Law attorneys Kourtney Brueckner and Taylor Baumeister to learn how prenuptial and postnuptial agreements bring clarity to first marriages, blended families, and multigenerational wealth transfers.

📆 Date: September 17th

Register today: https://www.wqcorp.com/events/love-legacy-using-prenuptial-agreements-and-postnuptial-agreements-to-safeguard-your-familys-wealth

*Full disclosure in company overview.

Meet Mike Loewe! With over 28 years in the financial industry—and over a decade here at Wealthquest—Mike is a driving force behind the first-class experience our clients receive every day.

As a wealth advisor, Mike seamlessly connects our investment, tax, and planning professionals to ensure every client gets coordinated, thoughtful guidance tailored to their exact goals and major milestones.

Whether he's helping clients navigate complex decisions or cheering on his favorite sports teams outside the office, Mike's dedication and expertise make him an invaluable part of the Wealthquest family.

*Full disclosure in company overview.

This Friday, August 7th, is Wealthquest's Shred Day!

Protect your sensitive information and clean out your workspace. Bring your paper documents for secure shredding and select electronics for responsible recycling.

Click the link to view additional details and see full guidelines on what electronics can be accepted: https://www.wqcorp.com/events/8th-annual-shred-event

See you this Friday! 📎 🖨️ 🗞️

*Full disclosure in company overview.

Ever wondered what direct indexing is and how it can work for your portfolio?

Unlike traditional index funds or ETFs that bundle a market index into a single investment, direct indexing allows you to own the individual stocks that make up that index. This approach unlocks powerful opportunities for personalization and tax efficiency.

Want to learn whether direct indexing is a good fit for your financial plan? Read our full FAQ to get all the details: https://lnkd.in/ejEvkdte

*Full disclosure in company overview.

Employee Spotlight: Meet Beverly Hassan!

Beverly has been in financial services since 2005 and with Wealthquest for over half that time!

As a Senior Wealth Coordinator holding her FPQP® designation, Beverly uses her deep industry knowledge and exceptional communication skills to ensure our clients are thoroughly taken care of.

Outside the office, Beverly is a proud wife, mother, and grandmother who loves spending quality time with family, especially when traveling to Disney or the beach!

Thank you, Beverly, for everything you do!👏

*Full disclosure in company