WealthEQ Information

WealthEQ provides private wealth management and advisory services to high-net-worth individuals, families, and family offices. My mission is to be a trusted teammate while delivering exceptional value to my clients. My business has two core services: Personal Chief Financial Officer (CFO) - Service Summary: WealthEQ designs, builds, and implements tax efficient wealth structures, plans, and portfolios to provide the necessary capital to meet goals and objectives. - Client Profile: High-net-worth individuals or families with investable assets greater than $1 million that want integrated wealth planning and portfolio management. - Fees: Fixed, tiered fee that includes incentive-based discounts. I want to incentivize clients for behaviors that lead to more wealth accumulation. I show “all fees” (this includes any and all layers of fees) in my proposals and client reviews for full transparency. Outsourced Chief Investment Officer (OCIO) with Digital Family Office - Service Summary: WealthEQ works with your existing asset managers and advisors to optimize portfolio outcomes after fees and taxes while organizing, digitizing, and systematizing your documents, investments, financial statements, entity structure, and estate plan. - Client Profile: Ultra-High Net-Worth individuals or families with assets typically greater than $20 million invested across multiple managers who want fiduciary oversight and guidance over existing manager relationships. - Fees: Fixed, tiered fee that steps down in years 1-3. I seek to provide complete fee transparency across all managers.