# Q2 Wealth Management LLC

- **Website:** <https://q2wealth.com>
- **Primary alias:** `q2wealth.com`

## Description

Q2 Wealth Management is a financial planning and investment management firm based in Lexington, Kentucky. It serves individuals, families, high-net-worth clients, and their related trusts and businesses, helping clients navigate financial decisions before and during retirement. The firm’s approach centers on a holistic financial roadmap that brings together retirement, investment, tax, insurance, and estate planning.

Clients can engage Q2 Wealth Management for investment management, financial planning, or both. Its investment strategy follows a three-bucket philosophy designed around the Go-Go, Slow-Go, and No-Go phases of retirement. The income bucket supports retirement cash flow, the growth bucket targets long-term compounding and inflation-beating potential, and the preservation bucket emphasizes liquidity, capital defense, and reserves for unexpected needs.

Financial planning is organized around five pillars: retirement, investments, tax, insurance, and estate. The firm describes itself as a fiduciary and independent registered investment adviser, emphasizing open dialogue and customized recommendations rather than sales quotas or restricted product offerings.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/Q2Wealth)
- [linkedin](https://linkedin.com/company/q2wealthmanagement)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idX0MqeY3G/w/300/h/84/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792850574320)
- icon _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idX0MqeY3G/w/503/h/502/theme/dark/icon.png?c=1bxid64Mup7aczewSAYMX&t=1792850574456)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| San Juan | #334875 | accent |
| Black | #000000 | dark |
| Muddy Waters | #bd8a6b | light |

## Fonts

- Lato — asset _(google)_
- Helvetica Neue — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idX0MqeY3G/w/2121/h/1058/idjwO2sXKo.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792850574869)

---

_Source: <https://brandfetch.com/q2wealth.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._