EQ Wealth Advisors

EQ Wealth Advisors provides discretionary and non‑discretionary investment management, financial planning, and retirement plan advisory to individuals (including high‑net‑worth clients), trusts, foundations, and employer‑sponsored plans. The firm also offers tax planning and income tax preparation under a separate engagement and provides advice on other financial products as part of client relationships.

The firm takes an active, tactical approach that mixes ETFs, mutual funds, individual equities and fixed income, and — where suitable — alternative and private investments, with regular rebalancing and tax‑aware trading such as tax‑loss harvesting. Advisors use third‑party platforms and research (Black Diamond, Morningstar, eMoney) to model allocations, execute block trades, and monitor accounts in keeping with client objectives and constraints.

EQ Wealth is notable for a relatively small advisory staff managing a large asset base, and several supervised persons are licensed insurance agents who may receive commissions for insurance sales — a practice the brochure discloses and addresses as a potential conflict. The firm’s recent formal addition of tax preparation services and its willingness to recommend nontraditional products (including private alternative investments and certain digital‑asset-related offerings) further distinguish its service mix from many peer team firms.