Aquest Wealth Strategies

Aquest Wealth Strategies is a Financial Planner in Rochester Hills, MI, located at 414 East St. It holds a rating of 5.00 based on 12 reviews.

The firm operates as an independent fiduciary, providing unbiased advice focused on clients' best interests without pushing specific products or fulfilling sales quotas. Their team includes CERTIFIED FINANCIAL PLANNER professionals, MBAs, Chartered Life Underwriters, and Chartered Financial Consultants who work together to align investments with tax strategies.

Services offered include investment management, retirement planning, and tax mitigation. The team aims to help clients grow, protect, and pass on wealth using sophisticated strategies. As fee-based advisors, they provide access to personal advisors who are committed to financial success rather than acting as salespeople.

Since 2009, the team has provided financial advice for individuals and businesses. The planning process involves a detailed journey from the initial phone call to becoming a client, designed to discover the best financial and tax opportunities.

The team includes Dr. Jason Van Duyn, President, who holds CFP, ChFC, CLU, and MBA designations. Matthew Gross serves as Vice President with FPQP designation. Jessica Powell is the Chief Operations Officer and LPL Financial Advisor, holding CFP and TPCP designations. Other advisors include Robert Dietrich (CFPA), Bob Stockoski (CFP, ChFC, MBA), Elliott Hurford (CFP), Andrew Morris, and Michael Rubino, all LPL Financial Advisors. Duncan MacEachern and Cleat Lindsey serve as Managing Directors.

The firm is situated on East Street in Rochester Hills, Michigan, just a short distance from South Main Street and West University Drive. It is also near local landmarks such as Lions Park and the Rochester Fire Department.

BizScoreAI gave Aquest Wealth Strategies a technical score of 100 out of 100, which means the website is secure and easy for search engines to read. The business also received a discoverability score of 83 out of 100, ensuring AI crawlers can find every page and potentially recommend the firm to users.