What is EQ Private Wealth Advisors and how is it different from other wealth management firms?

EQ Private Wealth Advisors is a fee-based firm based in Rolling Hills Estates, California built around coordinating your complete financial life—integrating investments, taxes, estate planning, and business decisions into one clear picture.

What does fee-based fiduciary mean, and why does it matter?

Being a fiduciary legally requires us to act in your best interest at all times. As a fee-based practice, our primary revenue comes directly from transparent client advisory fees rather than product commissions.

What is equity and liquidity planning, and does it include pre-IPO planning?

Equity and liquidity planning is specialized financial planning for individuals with wealth concentrated in illiquid assets such as privately held businesses, stock options, or RSUs. It includes pre-IPO planning to manage tax strategies, option exercises, and post-lockup diversification.

What is pre-IPO planning and how can EQ help?

Pre-IPO planning is preparing financially before a company goes public and before lockup restrictions expire, covering option exercise timing, tax planning, and post-lockup diversification.

Does EQ work with business owners planning a sale or exit?

Yes. Business exit planning is a core specialty. We guide owners before, during, and after an exit, evaluating after-tax proceeds, coordinating with M&A attorneys and CPAs, and redeploying liquidity.

Where is EQ located and do you work with clients outside the Palos Verdes area?

We are located at 501 Deep Valley Drive, Suite 202, Rolling Hills Estates, CA 90274. We serve clients across the Palos Verdes Peninsula, South Bay Los Angeles, and virtually across the country.

EQ Assessment — Equity & Liquidity Planning

How ready are you for your liquidity event?

5 questions. 2 minutes. A personalized readiness score and gap analysis delivered to your inbox.

Question 1 of 5 0% complete

Equity type

What best describes your equity situation?

Stock options (ISOs or NQSOs)

Private or pre-IPO company

RSUs from a public company

Vesting on a schedule

Equity in a private business I own

My business is my largest asset

Concentrated single-stock position

Large holding in one public company

Timeline

How soon is your next major equity decision or liquidity event?

Within the next 12 months

IPO, acquisition, or vesting event is imminent

1–3 years away

I have time, but decisions are approaching

3–7 years away

Long runway — planning well ahead

My event has already happened

Proceeds are in — I need a plan for what's next

Tax awareness

How would you describe your tax strategy around your equity?

I have a clear, documented tax strategy in place

Reviewed recently with my CPA

I understand the basics but haven't planned around them

I know tax will be significant — haven't modeled it yet

I know there's a tax issue but I'm not sure of the specifics

I've been meaning to figure this out

I haven't thought about the tax side yet

This is something I need to understand

Written plan

Do you have a written financial plan that specifically accounts for your equity?

Yes — a documented plan reviewed recently

It reflects my current situation and equity structure

Partially — I have goals but nothing formal

It lives in my head more than on paper

No — I haven't built a formal plan yet

I know I need one and haven't gotten there

Advisor coordination

Who is currently helping you coordinate your equity, tax, and investment decisions?

A wealth advisor who coordinates with my CPA

Someone who sees my complete financial picture

My CPA or accountant — primarily for tax

Good on taxes, but not the full picture

A financial advisor without equity specialization

I have an advisor but equity isn't their focus

Mostly navigating this myself

I haven't engaged a specialist yet

Your results are ready

Your score is calculated. Where should we send your full report?

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Your key gaps to address

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