What sets our firm apart?
When you partner with AQuest Wealth, you’ll experience a level of service and individualized attention that stands out. We prioritize building strong relationships with our clients, taking the time to understand your family, life aspirations, and concerns. Our approach goes beyond asset growth and protection, allowing us to identify hidden opportunities to help you live your best life.
Professional advice for life's most important decisions
As you navigate through life’s journey, you’ll encounter critical financial decisions that carry lasting impact. To make the best choices, you’ll need strategic guidance from a team you can you trust, who understand your goals and treat you like family. Our firm addresses your current financial needs while strategically planning for a secure and prosperous future. With our support, you’ll have a dedicated team of experienced professionals to help you navigate all of life’s financial complexities.
Strategies designed to pursue your desired lifestyle
Every family and individual is unique. Clients come to us with diverse objectives, expectations, and financial concerns. Our hyper-personalized approach enables us to cater to your special needs while prioritizing your well-being. Our team is not under any pressure to push certain products or fulfill any sales quotas, allowing us to focus on what truly matters – your dream lifestyle.
Founded by a self-made, hardworking American
Our founder, Dr. Jason Van Duyn, established AQuest Wealth after witnessing the pain and hardship many Americans experienced during the Great Recession. Nearly two decades later, he is a Forbes Best-In-State Wealth Advisor, and AQuest ranks amongst the top 7% of firms at LPL Financial, the largest independent broker-dealer in the country*. Jason has made it his mission to help hardworking Americans live their dream life by leveraging the best wealth & tax strategies available to them. By personally training each new team member, Jason has instilled his vision and core values into the fabric of AQuest, ensuring every client receives the personal care and attention they deserve. He even wrote the book on how to choose the right financial advisor, which is available on Amazon, or you can schedule a discovery call to get a free copy!
Expand your investment opportunities
Start your path to financial freedom
Ready to start working towards your dream lifestyle and become confident in your financial future? Click the button below to schedule a free discovery call with our team to see if we’re a good fit for one another.
