Wealthquest

This Testimonial Tuesday, we're shining a spotlight on Mike Loewe and his team!

Whether navigating investments, estate planning, or retirement, it's critical that our wealth advisors are great communicators who can deliver invaluable guidance across every piece of your financial puzzle.

Thanks Beatrice for the kind words and for a wonderful 10 years of partnership!

We appreciate the trust, and kudos to Mike for continuing to deliver a first-class experience.

*Full disclosure in company overview.

Diversifying your investments is one thing, but do you know how to strategically distribute your funds? 📊

Asset allocation means dividing your portfolio among different assets-like stocks, bonds, and cash—to maximize returns while lowering risk. The perfect mix for you depends entirely on your unique goals, risk tolerance, and timeline.

View the full FAQ breakdown at this link:
https://www.wqcorp.com/resources/faq/what-is-asset-allocation

*Full disclosure in company overview.

☀️ Summer break is the perfect time to prepare for what comes next.

Your child may be learning calculus, chemistry, and college prep — but are they prepared to manage money in the real world?

From first paychecks to college expenses and budgeting basics, financial habits formed early can shape future confidence and success. Join us for an important conversation designed to help young adults build a strong financial foundation for the next stage of life and beyond.

Register today to reserve your spot.

*Full disclosure in company overview.

Meet Michael Riney, a University of Kentucky alum that has been helping Wealthquest clients navigate life’s financial decisions with clarity and confidence since 2019. From young professionals to retirees, Michael is passionate about delivering thoughtful, personalized guidance that aligns with each client’s long-term goals.

Outside the office, you’ll find him enjoying Cincinnati with his wife and daughter, playing pickleball, or searching for his next great podcast recommendation.

Michael, we appreciate everything you do!

Have a podcast that you think Michael should tune into? Comment below!

*Full disclosure in company overview.

Don’t forget! The highly-requested seminar on the five critical years just before and after retirement is coming up tomorrow: Thursday, May 14th! We’ll be covering key planning opportunities that often emerge during this window and some of the emotional challenges retirees face as they navigate this transition.

Check out our website to register for the in-person session (lunch included!) or the virtual option. Bring a friend and get some practical insights to help you approach and navigate retirement with clarity, confidence, and a plan aligned with your long-term goals.

*Full disclosure in company overview.

Join us Thursday, May 14th for a highly-requested seminar for those approaching retirement.

We will focus on the critical years just before and after retirement—when smart decisions can have an outsized impact on long-term security and peace of mind.

Expect to explore the key planning opportunities that often emerge during this window, including income timing, tax-efficient withdrawal strategies, Social Security considerations, and managing risk as paychecks transition to portfolio income.

In addition to the technical aspects of retirement, we’ll address some of the emotional challenges retirees face as they navigate this transition.

Have a friend who isn’t a Wealthquest client but is interested in discussing these retirement topics? Bring them to the event with you!

Lunch will be provided before the presentation.
Register for the in-person or virtual event by visiting our website.

🏓 Mark your calendar! Wealthquest’s Annual Pickleball Tournament will be May 2nd at the Pickle Lodge in West Chester.

We’re excited to spend a Saturday morning on the courts with clients. Space is limited, so please register by April 25th to claim your spot (or to join the waitlist if spots are filled!). No need to register if you're just joining us as a spectator.

The tournament is structured for three skill skill Levels:

- Beginner (played fewer than 10 times)
- Intermediate (played 10-30 times)
- Advanced (played more than 30 times)

Balls and paddles will be provided, but you’re welcome to bring your own equipment.

Snacks will be available throughout the tournament, and we will be catering in pizza from Two Cities Pizza shortly after 11:00am.

Doors open at 8:00, from 8:30 to 9:30 there will be open play and 30 minute professionally-led lessons before the tournament begins at 9:30am.

We can’t wait to see you there for an unforgettable day of aces, d***s, and new connections!

Register via our website!