Equitable Wealth Management
Information by Research TrustFinance
Equitable Wealth Management is the wealth management arm of Equitable, a leading U.S. financial services company founded in 1859. As part of Equitable Holdings, Inc. (NYSE: EQH), it leverages a long history of providing life insurance and annuity products to offer a broad range of wealth management services. Its mission is to help clients secure their financial well-being through personalized advice, investment strategies, retirement planning, and estate planning. Services are delivered by financial professionals associated with Equitable Advisors, LLC, its dually-registered investment adviser and broker-dealer.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial