About Equius Team
Welcome to the Equius Team, a boutique wealth management firm specializing in high-net-worth and ultra-high-net-worth individuals and families. From founders to owners, engineers, physicians, and more, we're excited to work with clients who want a clear picture of their path to multi-generational wealth. Our approach is rooted in relationships, not transactions, and we think clients appreciate our high-touch, white-glove experience and service. We commonly work with people who we believe are fed up with futile fees and low transparency advisors. We cater to those who are looking for a fiduciary partner. If you’re searching for financial advice to give you confidence in your planning and investing, we can help.
Advisory Team
Client Service Team
Resources from our team
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