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.

What Our Client's Are Saying

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Click this video to hear clients share a testimony about how Wealthquest helped them

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

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.

The S&P 500 is widely regarded as the best single gauge of U.S. large-cap equities. The index includes 500 leading companies spanning all sectors of the U.S. stock market. It covers approximately 80% of the U.S. equity market capitalization and over 50% of the global equity market. You cannot invest directly in indices, which do not take into account trading commissions and costs.

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.