How does the advisor help clients – Key Takeaways:
Equipoise Wealth Management Inc. is dedicated to helping their clients achieve their financial goals and build a strong financial future. The firm offers a wide range of services, customized to meet the individual needs of their clients. They provide transparent and unbiased advice to ensure the best financial solutions for their clients.
Some key takeaways of working with Equipoise Wealth Management Inc. include:
- Expert financial advice from a team of experienced professionals
- Personalized financial solutions tailored to meet the specific needs of each client
- Transparent and unbiased advice to help clients make informed financial decisions
- Comprehensive financial services to cover all aspects of a client’s financial life
- Commitment to building long-term relationships with clients
Facts and Insights
Founded in 2005, Equipoise Wealth Management Inc. has been providing quality financial services to clients for over 15 years. The firm is based in New York City and currently manages over $500 million in assets under management. With a team of 10 experienced financial professionals, the firm is committed to providing the best financial solutions to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Equipoise Wealth Management Inc. offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
Equipoise Wealth Management Inc. works with a diverse range of clients, including individuals, families, business owners, and professionals. The firm values each client and strives to provide personalized solutions that best fit their unique financial needs and goals.
Fees & Compensation
Equipoise Wealth Management Inc. believes in transparency when it comes to their fees and compensation. The firm charges a percentage of assets under management as their fee, which is typically lower than industry standards. They do not receive any commissions or other forms of compensation, ensuring their advice is unbiased and in the best interest of their clients.
Background
The professionals at Equipoise Wealth Management Inc. have a combined experience of over 50 years in the financial industry. They hold various certifications and designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm stays up-to-date with the latest industry trends and continuously strives to improve their services to better serve their clients.
Financial Advisor Disclosures to Know
Equipoise Wealth Management Inc. believes in transparency and strives to maintain a high level of ethical standards. The firm has no disciplinary actions or complaints against them from regulatory bodies. They also have a clean record in terms of any financial or criminal misconduct, demonstrating their commitment to their clients’ best interests.
Working with Equipoise Wealth Management Inc. means having a trusted partner who will guide you in making sound financial decisions to help you achieve your long-term financial goals. Their comprehensive services, experienced team, and commitment to transparency make them a top choice for financial advisory services.