WealthEQ, LLC is an independent wealth management firm and multi-family office registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC). Founded to provide unbiased and objective advice, the company offers a comprehensive suite of services including investment management, financial and estate planning, tax strategy, and risk management. Their core mission is to help affluent clients manage the complexities of their wealth, acting as a personal CFO to coordinate all aspects of their financial lives and preserve and grow their capital across generations.

Founded in

United States