How to Handle Market Volatility | Investment Management
Markets go up and down.
Elevating the Client Experience
Aequus Partners Financial Planning delivers a unique client experience through comprehensive financial planning, sophisticated wealth management and level of service tailored to each individual client and their families.
Financial planning can be stressful and confusing. Through the comprehensive Aequus planning process, our clients are empowered to feel calm during tumultuous times, clearly see the path forward, and are confident in their future.
Follow the Aequus Process to a calm, clear, and confident future.
Tell us your story; where you want to go, and what you want to accomplish. We’ll talk about how your finances play a role.
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We put all your financial data in one place to monitor progress, with secure access 24/7 online. This is more than numbers; your story is included as part of your financial dashboard.
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This is the work we love to do. Allow us to put ourselves (our entire team!) in your shoes, analyzing every aspect of your finances from insurance to investments and retirement, to develop a plan specific to you and your needs.
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Your plan belongs to you. That means we present our recommendations based on your best interests, and you decide what you want to do. We’re here to guide and advise, as your partner.
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Ready to put the plan into place with Aequus? We’ll discuss what changes need to be made and start making progress with a detailed implementation strategy and timeline in place.
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Our highly tailored service model means your financial team is accessible to you for any questions or concerns, whenever they may arise. We’ll meet on a regular basis to make adjustments and stay on track. In the meantime, you can count on us for the latest news, resources and thought leadership.
A truly comprehensive financial planning firm.
Aequus Story
The freedom to choose: Yudi Gross and Michael Walstrom's journey.
Aequus Services
No matter where you are in your life journey, we help plan for whatever is next.
Aequus Advantage
An independent firm with a boutique approach backed by the technology and support of a large firm.
Our Insights
The world is constantly evolving and so are we! Find more insight on how we work.
What is a Financial Plan & Why do You Need One?
Why do you need a
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Because we know that financial planning can be stressful and confusing.