501 Deep Valley Dr.
Rolling Hills Estates,
We understand, it is a question you have to ask: Why should you do business with EQ Private Wealth? Aside from our personal approach, values-based philosophy, and results-driven methodology, EQ Private Wealth offers you superior customer service that is backed by over three decades of industry experience. We provide you with more than better financial planning options and investment opportunities – we deliver high-impact strategies, fully customized approaches, and highly-effective communication that is driven by the latest technology and an old-school commitment to superior service.
At EQ Private Wealth, we possess all the capabilities and connections of large firms, while also delivering the close, intimate, and personal service you would expect from a boutique wealth management team. Our qualified team of financial professionals are not only experienced in their fields, but are also fully devoted to the same values, principles, and commitment that makes EQ Private Wealth so extraordinary. At the end of the day, our passion is to fulfill the fiduciary responsibilities for our clients by doing what is best for their unique circumstances, situations, and needs. Each member of our team is steadfast in our commitment to treating our clients with the same care, compassion, and integrity that we would members of our own family – no exceptions.
Over our career, we have learned that every individual comes to us with a different relationship with money than the rest. Money is so tremendously personal, and no two individuals view it or interact with it in the same way. From upbringing to environment, the way we look at money is a reflection of who we are, where we came from, how we view ourselves, and what we believe.
When it comes to finances, everyone’s situation is truly unique. As financial advisors, it is our job to take the time to not only understand your financial goals, but to understand your specific attitude towards money, risk, and growth. With this full picture of your values, beliefs, and goals, we can guide you towards your financial goals as seamlessly as possible.
This ebook outlines how to approach investing confidently, no matter where you are on your financial journey. These principles can take you through the highs and lows of the market.