Welcome. Someone who knows you well thought we should meet.
The fact that a trusted client, CPA, or attorney sent you here tells us something important: you value depth, candor, and a relationship with an advisor who sees your whole financial life. That is exactly how EQ was built to work.
A select group — and you may be one of them.
EQ works with a deliberately limited roster of clients, so the relationship stays personal and the advice stays whole-picture.
Equity-rich professionals
Executives, founders, and pre-IPO employees whose wealth is concentrated in stock options, RSUs, or a single position — and who need a plan before the lockup expires.
Established business owners
Owners approaching a sale, succession, or exit — and those who simply want a qualified financial director in their corner at all times.
High-net-worth families
Families and individuals who need one advisor who sees the whole picture and coordinates everything: taxes, investments, estate, and life.
A first conversation, not a sales pitch.
A 30-minute introductory call
No obligation, no pitch. We learn what brought you here, what you're weighing, and whether EQ is the right fit for where you are headed.
A complete-picture discovery
If we move forward together, we map your full financial life — investments, taxes, estate, business, and the life you've built around all of it — into one coordinated view.
A relationship, not a transaction
We work with a deliberately limited roster of clients. The advisor who knows you stays with you — across every decision and every season.
Tell us who sent you — and let's talk.
When you schedule, mention the person who introduced you. It helps us prepare for a conversation that's actually about you.
