Overview

INTEQUiTY Trusted Advisors

Information by Research TrustFinance

https://www.intequity.com/

INTEQUiTY is an independent, fee-only wealth management firm based in California. As a Registered Investment Advisor, the company operates under a fiduciary duty, legally obligated to act in its clients' best interests. Its core mission is to provide objective and comprehensive financial guidance to help clients achieve their life goals. INTEQUiTY's services encompass holistic financial planning, personalized investment management, and retirement planning, distinguishing itself from brokerage firms by focusing on long-term, relationship-based advisory services rather than product sales.

Founded in
South Africa

South Africa


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service