We serve a select group of clients.
Helping toward building, managing, and preserving their wealth
through life's transitions — planned and unplanned.

About EQ

About EQ

Comprehensive wealth management practiced with compassion, equanimity, skill, care, and sound judgment.

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A Foundation of Trust

A Foundation of Trust

There is nothing more important to us than earning our clients’ trust which emanates from competency, compassion, collaboration, character and …

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Transitions, Emotions & Money

Transitions, Emotions & Money

One constant in life is change – often planned but sometimes unexpected. That is why we counsel equanimity – addressing stressful and uncertain situations with composure, calm and thoughtfulness.

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<p class="">Redefining Retirement

Redefining Retirement

Retirement is one of life’s great transitions, spanning a longer period than ever before. That is why we integrate your financial plans with your life plans.

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Ethics &#38; Guiding Principles

Ethics & Guiding Principles

We know what is right and what is wrong, and that there is no in between. We believe in the Platinum Rule – treating our clients how they want to be treated.

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Private Family Wealth

Private Family Wealth

We help individuals and families manage their financial capital -- liberating them to pursue their aspirations and the joy and happiness they deserve.

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Business Wealth Management

Business Wealth Management

We help business owners deal with an array of financial challenges and opportunities including employee benefit plans, executive compensation, financing and business succession.

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The Four Cornerstones of Wealth

The Four Cornerstones of Wealth

We guide clients through the accumulation, preservation, and distribution stages of wealth by addressing the Four Cornerstones of Wealth

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Our Investment Philosophy

Our Investment Philosophy

Successful, long-term investing requires discipline and self-control. We are optimistic about the future, maintaining a strategic mindset, yet tactical when circumstances warrant.

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Our Process

Our Process

Our process revolves around listening as each client’s situation is unique and evolving. We provide a safe, empathetic, and confidential listening space for discussions about money.

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