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The Right Strategy Can Make All The Difference
Our team is on a mission to bring high-level strategies (that are usually reserved for the rich) to the typical American household. With decades of experience under our belt, we can design a financial & tax strategy that is customized to your unique needs and goals.
No one-size-fits-all approaches here – we take the time to get to know you and your financial situation to ensure we create the right plan for you. Whether you’re preparing for retirement or already enjoying it, we can help you navigate the complicated world of finance.
Loved by Americans like you
Read what our clients say after working with us
Margaret S.
“I have worked with AQuest for over 20 years and I trust them completely. They always have my best interests in mind, and the individualized attention shown to me is unsurpassable.”
This statement is a testimonial by a client of the financial professional as of 11/16/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Tom R.
“I have been a client of AQuest / Jason Van Duyn since 2007. Jason and his team have led us through several life/professional work changes. They are highly professional, always available to discuss strategies/tactics, and are super personable. They are not a cookie-cutter investment advisory firm, but one that takes into consideration our personal goals.”
This statement is a testimonial by a client of the financial professional as of 03/13/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Bill H.
“I have been a client of Aquest Wealth since its inception and with Jason Van Duyn prior to that. He and his staff at Aquest Wealth have always been knowledgeable and involved in pursuing my financial goals. They are always willing to educate and inform me with the tools to make sound financial decisions. I now have been retired for over 10 years and am grateful for the help that the AQuest team has provided”
This statement is a testimonial by a client of the financial professional as of 11/22/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Gordon S.
“We have been long-term customers of Jason after having gone through two negative experiences with prior financial advisors. Jason has a high degree of integrity, always looking out for your best interest (even if it reduces his income). He is very knowledgeable and open-minded to contrasting ideas. Service has continued to be excellent, even after moving out of state.”
This statement is a testimonial by a client of the financial professional as of 03/21/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Sue J.
“I am so lucky to have Jason and his team managing my investments. He has helped me make the right decisions for my investments in my retirement as well as before. He is extremely knowledgeable and I trust his advice and suggestions. He takes the time to educate me on the best strategies and why he is recommending them to me. He treats me like family and always makes me feel comfortable. His staff is very friendly and also makes me feel at home. I would highly recommend Jason as a financial advisor.”
This statement is a testimonial by a client of the financial professional as of 03/07/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Deana L.
“We are extremely pleased to be clients of AQuest. The whole team has gone beyond our expectations in protecting and growing our assets. They consider our needs and lifestyle – never offering a “cookie-cutter” solution, but tailoring a wide variety of financial instruments for our special needs.”
This statement is a testimonial by a client of the financial professional as of 04/16/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Nancy E.
“I’ve worked with Jason Van Duyn since he opened AQuest Wealth. I trust Jason as much as I trust my family. I’ve recommended AQuest to friends and family no matter how much they have to invest. AQuest will invest your money with your financial needs in mind.”
This statement is a testimonial by a client of the financial professional as of 11/16/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Marvin P.
“I have to admit everyone should have a financial advisor like Jason, you can tell he is genuinely concerned about my family’s future. He doesn’t just talk money or numbers, he asks about my family’s wants and needs. Most of all he emphasizes to contact him at any time with concerns. His whole staff treats you as family, I’m totally happy with his service”
This statement is a testimonial by a client of the financial professional as of 04/03/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Michael K.
“I have been with Jason Van Duyn and Matt Gross at AQuest Wealth for several years now and thoroughly enjoy working with them. Not only are they very knowledgeable and helpful, but they take a personal interest in my well-being. I would highly recommend working with these guys if you are looking for top-notch investment services. They do a great job!”
This statement is a testimonial by a client of the financial professional as of 11/22/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
*No strategy assures success or protects against loss.
Five Star Wealth Management award is based on 10 independent criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 and 2013 Five Star Wealth ManagersThe Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. The BBB Torch award is based on leadership commitment to ethics, communication of ethical practices, organization commitment to ethical practice, performance management practices, ethical human resource practices, and commitment to the community.
Securities and advisory services through LPL Financial, a registered investment advisor, Member FINRA & SIPC. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. AQuest Wealth Strategies and LPL Financial do not provide tax advice or legal advice/services. Please consult your tax or legal advisor regarding your specific situation. Additionally, this site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc @ 2023 | Privacy Policy