Plan purposefully to live a life of
happiness and fulfillment.
Strategic wealth management to help guide the emotional quotient "EQ" and
bridge the gap between expectations and outcomes.
Breaking the Burdens of Wealth Management
When you’ve worked hard to create a great life for yourself and those you love, you deserve to enjoy it—without worrying about your finances. At EQ Wealth Advisors, we remove the mental, emotional, and logistical burden of wealth management so you have freedom to focus on what matters. We take a comprehensive view of your financial world, fitting together all the variables in a way that both simplifies your life and ensures you’re on track for your goals. Our mission is to add value wherever we can, and we’re constantly looking for ways to learn, grow, and be better advisors. One of the ways we do that is by managing the details of your plan and teaching you exactly what you need to know so you can stop worrying about what you don’t. We become like a financial counselor, providing clarity and guidance for all life’s decisions–so no matter where you are or what lies ahead, you can trust you’re headed in the right direction.
Defining EQ
Emotional intelligence, or "EQ', is the ability to understand and manage your emotions in positive ways to relieve stress, empathize with others, and overcome challenges. Emotional biases are driven by fears and/or desires and understanding these emotions, when it comes to investing, can lead to better outcomes.
At EQ Wealth Advisors, we strive to maximize the EQ in your investment decisions. We help families and individuals alleviate the worry surrounding their financial situation. Your family is just as important to us as it is to you. We invest alongside our clients treating your money like our own.