A complete list of active advisors currently associated with WealthEQ

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

WealthEQ provides wealth management and investment advisory services to high‑net‑worth individuals, families, family offices, and captive insurance companies through three distinct offerings: a Personal Chief Financial Officer service, an Outsourced Chief Investment Officer (OCIO) solution, and captive investment management. The firm offers discretionary portfolio management, non‑discretionary advisory, integrated financial planning, and access to private market investments, and reports approximately $32 million in discretionary assets under management in its brochure. The firm’s investment approach is research‑based and blends goals‑based and liability‑driven portfolio construction with behavioral finance, automation, and quantitative analysis; model portfolios are backtested and the firm produces capital market expectations to support planning. WealthEQ discloses and presents historical backtests as well as hypothetical and predecessor performance to illustrate strategy outcomes, and emphasizes a systematized decision process rather than market timing. WealthEQ is notable among small independent advisers for actively serving captive insurance clients and providing OCIO‑style oversight for family offices and institutional relationships, including IPS development and collaboration with captive administrators. Its billing approach is structured as fixed fees calculated from starting asset values with step‑downs and discounts rather than a simple ongoing percentage‑of‑AUM billing model, and the firm requires use of a qualified custodian for discretionary accounts.

To learn more about the advisors currently working at WealthEQ, 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.