Referrals

There is no higher compliment to our work than to receive a referral from a valued client. However, the act of suggesting to a friend, business associate or family member the benefit they may derive from meeting with us requires complete confidence in the interest, respect, and professionalism we will accord the individual being referred to us. We promise to conduct ourselves in the same manner as we conduct ourselves for you.

We will listen with genuine curiosity and interest to learn about their current situation, their past experiences, their goals for the future and what may be getting in the way. We will explain what we do, how we do it and why it matters in a clear and concise manner, however we will never try to “sell” them on EQ.

We will be patient, thorough and we will never disclose anything about our relationship with you without your express permission.

Our practice has flourished thanks in large part to referrals from our clients. We will always do our best to make a place for your referral, however, we will continue to closely manage the size of our practice to ensure that we never compromise our standards and level of service.

At EQ Private Wealth Advisors we help a select group of clients build, manage, protect, and transition their wealth.

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501 Deep Valley Drive, Suite 202

Rolling Hills Estates , CA 90274

Office: 424-394-0800

[email protected]

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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.

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.