EQ is here to help you optimize the financial decisions that shape your future. Let’s start planning your financial journey together today. We’ll guide you with a clear roadmap and help you evaluate your options to move forward with confidence.
Who we are
EQ is an independent Registered Investment Advisor that provides investment management and wealth planning services to high-net-worth families and corporate executives. As fiduciaries, we’re held to the highest standards of good faith and will always put your interests ahead of our own.
Our firm was founded in 2018 by longtime colleagues Stephen P. Emanuels and J. Michael Quigley. The advice we provide you is personalized, to help you achieve greater financial awareness to meet your unique goals.
Financial goals & personal dreams
Effective financial planning is about more than numbers and spreadsheets. Our process helps to discover your goals and objectives so we can map out a plan to get you to the destination you’ve set for yourself. Please explore the links below to see how we can help manage your wealth.
What we do
EQ provides the direction you’re seeking with customized services, tools, and resources to help you understand your financial journey and plan for the road ahead.
Our services include:
○ Executive Services
○ Executive Compensation Planning
○ Open Enrollment Consulting
○ Savings Plan Optimization
○ Pre-Retiree Planning
○ Stock Management Planning
○ Wealth Management Services
○ Executive Compensation
○ Financial Planning
○ Investment Management
○ Retirement Planning
○ Risk Management & Insurance
○ Tax Planning Considerations
○ Trust & Estate Planning Considerations