We manage investment portfolios and provide financial planning services on a fee-only basis.

Our relationship begins with a complimentary introductory meeting to learn about your financial situation and goals. We also like to take this opportunity to introduce ourselves and our company and answer your questions.

Next, we prepare a proposal letter to you which has three parts:

1. A summary of our discussion to ensure we have listened and accurately understood your situation and objectives.
2. An investment management proposal.
3. Recommended financial planning strategies.

After you review the proposal and we answer any questions you may have, you decide whether or not to engage Aequitas Wealth Management as your advisor.

As a client of Aequitas Wealth Management, we implement the agreed upon proposal and meet with you as needed or at least once a year. Our goal is to become your trusted advisor for any personal financial planning matter.

PORTFOLIO MANAGEMENT

Each portfolio is client-centric, constructed for your specific goals and constraints with rigorous attention to diversification, low cost and tax efficiency. Our portfolios are made of stocks via Exchange Traded Funds (“ETFs”) and no-load Mutual Funds and for stability individual bonds, bond ETFs, no-load bond mutual funds, closed end bond funds and when appropriate alternative fixed income investments. Please see investment philosophy for additional information concerning the mechanics of how we manage portfolios and select investments.

FINANCIAL PLANNING

Financial planning is a process - both artistic and scientific - of formulating, implementing and monitoring decisions that are directed toward helping you achieve your financial goals.

Success favors the well-informed. At Aequitas Wealth Management, financial planning means addressing with you issues concerning your financial life as they occur.