EQ Private Wealth helps individuals and business owners navigate life’s financial decisions – from IPOs and liquidity events to business exits and long-term wealth strategy. The acronym EQ stands for “Equanimity.” Webster defines Equanimity as “mental calmness, composure, and evenness of temper, especially in a difficult situation”. Equanimity resonates with not only our personal approach to wealt
h management and financial growth, but also as an homage to the basic human experience of being emotional beings. Equanimity stands for setting emotion and basic human instincts aside in order to find a logical, rational, and effective solution despite the distractions. Equanimity is something that must be practiced and trained into being – which is exactly what we do at EQ Private Wealth. 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. 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.
