Services
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Services

WHAT WE DO

Wealth Management & Financial Planning

  • We don’t offer proprietary products. We offer the best in class investment solutions.
  • We help our clients navigate not just their investments but also their complete financial plan.
  • Quality Advice
    • We get to know our clients before their plan is created. We educate them so they are involved in the decision making process.

Cash Flow Management

  • Establish Budget
  • Bill Pay Services & Personal Banking Needs
    • When we say we offer more than just investment management, we understand that the life of a professional athlete is a complex one. We execute our clients day-to-day needs such as: car purchases, home purchases, personal needs, and serving family members
  • Debt Management
    • Managing outstanding debt is essential to obtaining financial freedom.

Tax Prep

  • Domestic and Foreign tax planning
    • Prepare US Federal & State Returns
    • Oversee Preparation of Foreign Returns

Estate Planning

  • Construction and Implementation

WHY EQUIS?

  • We specialize in serving the professional sports and entertainment industries
  • One-stop shop for all financial related matters
  • Wealth preservation and growth are our primary goals
  • Our expertise and research is combined with third party resources to ensure the quality and safety of your investments
  • We maintain a special focus on educating our clients with regard to their portfolios and risk tolerance

Plan your financial future

Build and manage your wealth

Enjoy your financial freedom