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. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Advisory services also offered through CWM, LLC. Cetera is under separate ownership from any other named entity Our Corporate Services include: Retirement Plans and Executive Plans. Our Personal Services include: Fee-based planning services, investment advice, offered portfolio management, retirement cash-flow modeling, and personal insurances. Our focus is your unique journey. Equanimity....find yours. ------------------------------------------------------------------------------------------------------------ Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks and have not been reviewed by Cetera Advisor Networks as to accuracy or completeness.
View Top Employees from Equanimity Wealth ManagementWebsite | http://www.eq-wealth.com |
Revenue | $1 million |
Employees | 6 (6 on RocketReach) |
Founded | 2015 |
Address | 1400 Abbot Rd Ste 390, East Lansing, Michigan 48823, US |
Phone | (517) 324-1266 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | Allgood Financial Advisory, BMY Wealth Management Group, FLP Financial Group LLC, Harbor Wealth Management, LLC, Valorem Financial |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
Looking for a particular Equanimity Wealth Management employee's phone or email?
The Equanimity Wealth Management annual revenue was $1 million in 2024.
Scott Danek is the Owner of Equanimity Wealth Management.
6 people are employed at Equanimity Wealth Management.
Equanimity Wealth Management is based in East Lansing, Michigan.
The NAICS codes for Equanimity Wealth Management are [5239, 52, 52393, 523].
The SIC codes for Equanimity Wealth Management are [628, 62].