Our Approach
Personal Communication
Contrary to how many financial firms are delivering their services with increased emphasis on technology, automation, artificial intelligence, and a diminished role for their advisors, we remain steadfast in honoring and strengthening the value of personal relationships with our clients.
Of course, we utilize innovative technology and automation to increase efficiency and productivity; however, the one true differentiator in financial services is personal communication, the cornerstone of all successful relationships. That is something no robo-advisor can emulate, and sadly which too many financial advisors deem unimportant.
Listening
Discussions about money – whether between spouses; parents and their children; adult children and aging parents; business partners and employees; and between people and their financial advisors – can be difficult. Talking about money can be complicated, embarrassing, and messy. The messages sent can be unclear, judgmental, or misinterpreted.
That is why our goals-based financial planning process always begins with humble inquiry, not an interrogation. We are sincerely and genuinely interested in our clients. Understanding each client’s unique situation – their feelings, emotions, and perspectives – is a critical starting point to rendering sound financial advice and counsel.
Our clients will always find a safe, empathetic, confidential listening space in our offices and in every interaction.
Collaboration
With our clients’ permission, we work closely with their other professional advisors – estate planning and legal counsel; tax and accounting specialists; insurance representatives; and healthcare providers. Drawing upon the expertise and experience of these individuals, and sharing ours, fosters the development and implementation of creative and effective solutions and strategies to complex financial problems.
We are also pleased to provide clients with a select list of professional service providers for their consideration and; if requested, we will assist them in the interview and selection process.
At EQ Private Wealth Advisors we help a select group of clients build, manage, protect, and transition their wealth.
Research
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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.
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