Equanimity Wealth Management Information

Built on the unique strengths of its founding members, James C. Trebilcock and Scott M. Danek, CFP® (www.linkedin.com/in/scottdanek) the firm serves the financial needs of both corporate and individual clients. Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. Securities offered through NewEdge Securities, LLC. Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, LLC are wholly owned subsidiaries of NewEdge Capital Group, LLC. Advisory services are only offered to clients where NewEdge Advisors, LLC, doing business as Equanimity Wealth Management, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC and Equanimity Wealth Management unless a client service agreement is in place. Third-party posts found on this profile do not reflect the views of NewEdge Advisors, LLC or NewEdge Securities, LLC, and have not been reviewed by either entity for accuracy or completeness.