Services
Private Family Wealth
We help a select group of individuals and families build, manage, and protect their wealth. We manage financial capital while nurturing our clients’ intellectual capital, liberating them to be more creative, to pursue their aspirations, and to enjoy the richness of their lives, now and for generations to come.
Sound capital management means thoughtful planning, analysis, and focus on the four cornerstones of wealth: investment management; liability management; non-portfolio risk management; and estate planning. Each cornerstone is multi-faceted, intricate, and intertwined, requiring proper perspective, skill, and fortitude to seize opportunities, mitigate risks, and advance each client’s unique objectives. Moreover, it means always rendering advice that is independent, objective, unbiased and cost-effective.
We also work with the children of many of our clients – young individuals with families – who deserve the same personal service and attention we provide their parents.
There is only one thing more important to us than our clients – our families. They are constant reminders of the impact that our work has on our clients and their families.
Business Wealth Management
Many of our clients are business owners who face a wide range of financial challenges and opportunities including, but not limited to: Employee Benefit Plans; Executive Compensation; Financing; and Business Succession.
They understand the importance of maintaining a workplace culture that supports employee well-being. A well-designed, effectively communicated, and prudently managed retirement program promotes a positive and appreciative workforce attributable to the concern, care, and commitment a company shows its employees.
Following a consultative approach, we consider your company’s demographics, contribution model, participation rates, and prior experiences to gain insight into your workforce and develop a clear understanding of your needs and any business constraints. We inform, educate and advocate for your employees on the company’s behalf, and provide independent and cost-effective retirement plan solutions and strategies that best serve your company and workforce.
We also assist our business owner clients with solutions and strategies that strive to maximize profitability, facilitate expansion and acquisitions, and establish plans for business continuation and succession.
Four Cornerstones of Wealth
We guide and counsel our clients through the accumulation, protection, and distribution stages of wealth by addressing the four cornerstones of wealth. Each cornerstone sets the foundation for an array of subjects, too numerous to list, but which include:
Investment Management
Managing Portfolio Risk
Tax-aware Investment Strategies
Retirement Income Strategies
Alternative Investments
Real Estate, Private Equity & Other Unique Assets
Borrowing & Liability Management
Secured Lines of Credit
Education Financing
Business Financing
Specialty Financing
Non-Portfolio Risk Management
Life Insurance for Protection of Family
Life Insurance for Business Succession
Health, Disability and Long-Term Care Insurance
Property & Casualty Insurance
Personal Liability Insurance
Business & Professional Liability Insurance
Estate Planning & Fiduciary Services
Legacy Planning with Wills and Trust
Estate, Gift and Generation-Skipping Tax Planning
Titling & Beneficiary Designations
Powers of Attorney, Living Wills, Healthcare Powers
Charitable Giving Strategies
Planning for Business Intrest and Illiquid Assets
Discipline & Planning
Maintaining discipline and focus on our goals-based planning process minimizes external distractions and behavioral biases that can lead clients and advisors alike to make poor financial decisions. No one is right all the time; however, we believe our planning process will result in more predictable outcomes with fewer surprises.
Our Investment Philosophy
Our Investment Philosophy
EQ is optimistic about the future – maintaining a strategic mindset, yet tactical when circumstances warrant.
We believe successful, long-term investing requires the discipline and self-control to:
Not chase past performance.
Not try to time the market.
Not be influenced by market “noise.”
Not make rash decisions unduly influenced by emotions.
Our Investment Process
We help a select group of clients build, manage, and protect their wealth by –
Developing investment plans that serve their unique and evolving needs and ability to assume risks.
Broadly diversifying portfolios of investments selected through evidence-based research and stringent due diligence.
Utilizing cost-effective and tax-efficient investment solutions and strategies.
Monitoring and evaluating the performance of their plans and suggesting adjustments as necessarily based upon material changes in market conditions and material changes in the lives of our clients and their families.
Our advice is independent and tempered with a conservative, cost-conscious approach.
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At EQ Private Wealth Advisors we help a select group of clients build, manage, protect, and transition their wealth.
Research
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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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