About Us

Challenging the status quo is not for the faint of heart

AQuest Wealth Strategies represents the next generation of financial services. Completely independent, AQuest has the freedom to offer a true open architecture platform enabling us to choose from the entire universe of products and investments that is in your best interest. The AQuest team isn’t under any pressure to push certain products or fulfill any sales quotas, allowing us to provide our clients with personal and objective advice.

We're in the business of changing lives

AQuest offers lux level strategies to the average investor through a highly individualized approach to wealth management. Our high-touch service and strategies combined with cutting-edge technologies provide our clients with the best experience available.

A fresh and necessary new paradigm

Our in-house CPA, different than most accountants, specializes in forward looking long-term tax projections. These projections allow our CPA to work together with your AQuest advisor to create a tax-efficient, lifetime distribution strategy for your assets.

Our philosophy is to align all areas of a client’s financial world to work cohesively as we strive to create maximum tax savings and furnish a diverse .world of products to pursue your goals.