From the Desks of EQ Advisors, Welcome to our blog where we will be raising important topics and discussing how bringing more Equanimity to the financial decision-making process can help us stay on course financially and live satisfying lives, full of meaning and purpose. We hope you enjoy our commentary.
Sean KhalighTech professionals face unique challenges in managing complex compensation packages and building long-term financial security. A comprehensive approach to wealth management can help address these specific needs while working toward personal financial goals.
Sean KhalighJack and Jane retired comfortably, but decades later, rising costs, longer lifespans, and a house that’s worth millions created new questions for their family. Selling or downsizing wasn’t an option—they wanted to stay in the home that anchored their life. Their story highlights a modern retirement reality: aging in place with substantial home equity requires thoughtful, individualized planning. It’s not just about numbers—it’s about values, family alignment, and creating a plan that preserves both independence and legacy. At EQ Private Wealth Advisors, we help families navigate these crossroads with clarity, structure, and confidence.
Sean KhalighMedical practice owners face unique challenges in balancing clinical excellence with business growth and financial planning. A strategic approach to practice management can help create sustainable value while working toward both business and personal financial goals.
Blake CurtinMost people think of compound interest as a financial tool—but it's actually a mindset. Whether it’s investing, your career, or your personal life, the small things you do consistently today can create exponential results over time. In this post, we break down how compounding shows up everywhere—not just in your bank account, but in who you become. If you’re ready to make time your greatest asset, this one’s for you.
At EQ Private Wealth Advisors we help a select group of clients build, manage, protect, and transition their wealth.
Research
BrokerCheck is a free tool to research the background and experience of financial brokers, advisers, and firms.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Copyright 2025 EQ Private Wealth Advisors.
The financial consultants of EQ Private Wealth Advisors are registered representatives with, and Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network a registered investment advisor. Mariner Independent Advisor Network and EQ Private Wealth Advisors are separate entities from LPL Financial.
The financial professionals associated with NextGen Wealth Partners and/or LPL Financial may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Powered by Tango Advisor Marketing
© EQ Private Wealth Advisors. All Rights Reserved.