Topeka, KS Office

Equity Wealth Partners advises individuals, high‑net‑worth clients, trusts, estates and businesses, delivering integrated wealth management that combines discretionary portfolio management with financial planning services. The firm also offers standalone planning engagements and manages client accounts on a discretionary basis, serving a client base of roughly 900 households through an eight‑advisor team with over $250 million in assets under management.

The firm’s investment process emphasizes fundamental analysis and a generally long‑term orientation, while permitting shorter‑term trading for rebalancing or client cash needs; portfolios are constructed from diversified, low‑cost mutual funds and ETFs alongside individual equities, bonds and occasional structured products. Advisors build strategic asset allocations tailored to client goals and risk tolerances, may retain legacy positions for tax or fit reasons, and provide ongoing monitoring and client communication.

Noteworthy features disclosed in the brochure include the firm’s relatively recent formation (2022) coupled with an institutional relationship with Raymond James that supplies trading and technology support and other economic benefits to the firm. The brochure also discloses that certain advisory personnel have separate broker‑dealer registrations and insurance licenses and may earn commission‑based compensation outside the advisory relationship, a potential conflict the firm documents and discloses to clients.