you have questions - we have answers
Clients come to us with dreams, goals, aspirations, and typically … a lot of questions. Our goal is to understand your vision for the future so that we can empower you to make confident decisions with your money and assets. We serve alongside our clients through every stage of life. As you grow, manage, protect, and transfer your wealth, we are here to assist with important decisions and help you enjoy your life.
EQ Wealth Management is an independent Registered Investment Advisor that provides investment management and wealth planning services to high net worth families. Our practice is designed to help our clients optimize their compensation and benefits, map out future cash flows, design goal-oriented investment portfolios, and retire comfortably. EQ Wealth Management was founded in 2018, by longtime partners and colleagues, Stephen P. Emanuels and J. Michael Quigley. Together Stephen and Michael provide personalized financial advice to executives and families of high net worth, many of whom have complex financial needs.
Our ‘same side of the table’ approach promotes objective, client-centered advice. We want to do for you, what you would do for yourself, if you had the time, expertise, and desire. We have the passion and knowledge to address many of your complex needs.
As fiduciaries, we are held to the highest standard of good faith and will always put your interests ahead of our own.
Open Enrollment Decisions
Executive Compensation Optimization
Generational Wealth Transfer
We specialize in providing advice and counsel to executives and managers facing complex compensation packages. We can help with:
As an independent investment advisor, our open architecture enables us to provide a wide spectrum of investment strategies. Our fee-based service promotes objective advice while minimizing conflicts of interest.
Direct Custodial Access
Daily online account reporting
Independent, third-party reconciliation
Client Accounts are held with large independent custodians such as Fidelity, Charles Schwab, & Pershing.
EQ Wealth Management charges fees based on a percentage of assets under discretionary management.