Aim to generate guaranteed retirement income and...
- Lower your taxes
- Avoid market drops
- Grow your wealth
Our highly-experienced fiduciaries will show you the strategies we use to help countless Americans work toward the early, wealthy, stress-free retirement they deserve
Loved by people 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.
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.
Nancy E.
“I’ve worked with Jason VanDuyn 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.
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 3/8/2023. 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.
Nate H.
“As always, Jason was professional and very knowledgeable. They take the time to explain the answers to our questions, and we never feel rushed.”
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.
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
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
