To a new paradigm in wealth management. We have designed a revolutionary, client-centric financial advice model that minimizes the conventional conflicts of interest and offers a truly compelling value.​

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Imagine a financial advisor that is competent, ethical, exclusive, and available at a price less than the typical wealth manager*. That vision is now a reality. At Equivest, we have designed a ground-breaking wealth management delivery concept that allows us to offer complete wealth management services from financial planning to investment management to insurance planning while embracing the belief that the client comes first. All of this is available from industry experts that understand that clients are family and this business is more than growth and profits. This entire concept is also exclusive and the founders will close the practice at a predetermined level of clients to continue to maintain the necessary level of service for each and every client.

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