A complete list of active advisors currently associated with EQ Wealth Management

Warmer can help you find a great advisor at EQ Wealth Management or one who fits your needs even better.

EQ Wealth Management is a registered investment adviser serving individuals, high‑net‑worth clients, trusts, estates, corporations and private funds; the firm reports roughly $941.7 million in assets under management and a nine‑advisor team. It provides discretionary and non‑discretionary investment management and financial planning (financial planning is included as part of its advisory services), and offers access to EQ Models, third‑party managed and sub‑advised programs, and customized models. The firm’s investment process is governed by an Investment Policy Committee of its principals and relies on fundamental and cyclical analysis, ongoing monitoring, and periodic rebalancing to align portfolios with client goals. EQ Wealth Management also conducts due diligence on third‑party managers and held‑away assets, offers wrap‑fee managed program access (e.g., Envestnet), and manages pooled vehicles on a discretionary basis. Distinctive features disclosed in the brochure include its role as manager and sponsor of an affiliated private vehicle, EQ Income Fund I (a fund‑of‑funds focused on private real estate), and principals’ combined 25% ownership interest in Axiom‑West LLC, a real estate development company that the firm may recommend to select clients (with related conflicts disclosed). The firm also notes that some associated persons are licensed insurance agents and that it serves institutional and pooled‑vehicle clients in addition to individuals, and it operates from multiple offices — characteristics that set it apart from many peer team firms.

To learn more about the advisors currently working at EQ Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.