Many financial firms make promises about incredible service or working with your best interests in mind, but the reality is they are simply not equipped with the freedom to choose.
Yudi Gross and Michael Walstrom have actually lived out a journey in search of just that: the freedom to choose solutions that are in the best interests of the client.
The duo founded Aequus Partners with a vision to create a wealth management firm that delivered a highly tailored client experience with robust planning capabilities. Their partnership grew out of a deep conviction that such a firm could only exist if it was independent, truly putting the best interest of the client first and foremost.
Both Yudi Gross and Michael Walstrom had careers outside of the financial service industry. Their combined decades of experience gave them unique insight when they began their careers as financial advisors.