Wealth Management for

P&G Employees

Serving Procter & Gamble employees and their families for over 20 years.

Talk with a Talented Advisor

All Under One Roof

for Every Stage of Your Career

Our in-house team of tax, financial planning, investment, and estate planning professionals takes a coordinated approach to building a financial roadmap that incorporates unique planning opportunities at every stage of your career.

1. The Building Years
2. Retirement Preparation
3. Post-Procter & Gamble

What Our Clients Are Saying

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Hear what our clients are saying about Wealthquest

Navigating benefit elections, equity compensation, and future financial planning is complex,

but it doesn’t have to be overwhelming.

For over two decades, we’ve worked alongside Procter & Gamble employees and their families to provide clarity and confidence around their financial future.

Talk with a Talented Advisor
How should I allocate my Savings Plan and PST investments?
Should I make Roth or Pre-Tax contributions (or both)?
When should I sell P&G shares held in my Savings Plan and PST?
How can I best manage concentration risk in my PST?
How can I make the most of my Total Rewards (RSUs vs. Stock Options)?
Am I a good candidate for utilizing the Net Unrealized Appreciation (NUA) strategy?
How can I mitigate taxes in retirement?
How can I maximize charitable giving with my unique situation as a P&G employee?

Google Reviews

“I started working with Wealthquest 20 years before my expected retirement. Their extensive experience with P&G’s employee benefits and retirement plans has been invaluable for my financial journey. Because the advisors are familiar with P&G’s systems, business, and culture, I’ve been able to take a back seat and let them lead my retirement.

I already had a tax preparer when I started working with Wealthquest, but my fantastic experience prompted me to switch to Wealthquest’s in-house tax experts. I no longer have to serve as the intermediary — I can simply let the professionals handle my affairs. My financial advisor now works directly with my tax preparer, and together they make smart decisions for the year while planning effectively for future tax years.

As a P&G employee, I know my finances are being handled by the experts thanks to Wealthquest.”

No compensation was received in exchange for this testimonial provided by the Wealthquest client. There are no known conflicts of interest.

A picture Jenny, a Wealthquest team member

All Under One Roof Approach

At Wealthquest, we strive to make navigating these decisions seamless by bringing the four core disciplines of financial planning, investment management, tax planning, and estate planning together, all under one roof, by one team, and for one simple fee.

Schedule a call with Sam to get started.

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DISCLOSURE: For informational purposes only. Past performance is not indicative of future results. Investing involves risk, including the possibility of loss of principal. Wealthquest Corporation ("Wealthquest") is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The ideas and opinions expressed herein do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy. Before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Any forward-looking statements or forecasts are based on assumptions and actual results may vary. Information presented from third parties is believed to be reliable, but no warranty is provided. Wealthquest is not required to update information presented, unless otherwise required by applicable law.

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For more information about Wealthquest, including our Form ADV Part 2A Brochure, please visit https://adviserinfo.sec.gov/firm/summary/141473 or contact us at 513-530-9700.
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