Personal
Chief Financial Officer
Your wealth organized, simplified, and optimized.
We help you meet your goals and objectives.
Services
WealthEQ designs, builds, and implements tax efficient wealth structures, plans, and portfolios to provide the necessary capital to meet goals and objectives.
Integrated Wealth Plan
Goals based and cash flow planning. Total income modeling. Estate, Tax and Insurance Planning.
Goals Based Investing
Progress toward goals is your benchmark.
Private Market Access
Personal Financial Statements
Holistic balance sheet, income statement, and statement of net worth.
Tax and Fee Efficient Investing
Investment strategies that are optimized after taking into account fees and taxes across portfolios and accounts.
Real Time Reporting
Detailed Portfolio Analysis
Complete analysis of risk, return, diversification, fees, and taxes.
Model and Custom Portfolios
Model portfolios that span investment styles. Custom portfolios designed for unique situations and to match liabilities.
Integrated Technology Platform
Access to private markets to increase diversification and potentially enhance returns.
Portfolios that update with changing market conditions so you have a current picture of performance.
Our technology solutions are integrated to create a complete and accurate picture of your wealth situation.
Digital Onboarding
Fixed Fees
Quick and easy digital account opening and transfer of securities.
Fixed fee with discounts. Fixed fees are in the best interest of clients.