At EQ Wealth Management
Michael and Stephen co-founded EQ in 2018 to deliver tailored wealth management solutions to executives, business owners, and affluent families. Our reputation for mastering complex compensation packages for public and private companies is exemplary. Our unwavering commitment to serving as a fiduciary, coupled with experience, knowledge, and insights, have made EQ advisors trusted resources for financial wisdom and empowerment.
Michael is passionate about mentoring clients and colleagues as they navigate the complex terrain of wealth and financial planning. His passion is reflected in the development of specialized calculators, tools, and illustrations designed to enable clients to navigate their financial decisions and life goals.
In addition to his role as a financial advisor, Michael also serves as a managing member and Chief Compliance Officer of EQ.
Stephen and Michael are also co-founders, and managing members of the EQ Income Fund, I, LLC, as well as co-founders of real estate projects with Axiom West, Axiom Skyline, Axiom London, and Axiom Village Woods.
Previous Roles or Ventures
Before establishing EQ Wealth Management in 2018, Michael was a partner at Capital Planning, in Bellevue. In this role, he specialized in delivering comprehensive wealth management services tailored to the needs of affluent families. His responsibilities extended to serving on the Strategic Planning and Investment Policy committees. Additionally, Michael established a reputation as a passionate educator through numerous public speaking engagements and as the author of workshops and content.
Preceding his tenure at Capital Planning, Michael was a financial advisor at Smith Barney, in downtown Seattle. In this capacity, he provided a broad range of services, including investment management, concentration stock management, and financial planning, with a primary focus on supporting business owners and executives.
Outside the Office
Michael has been a dedicated family man for over three decades, sharing his life with his wife Catherine and their three children. He maintains a strong connection with the awe-inspiring natural beauty of the Pacific Northwest and other travel destinations. When he steps away from the office, you'll find Michael embracing a blend of serenity and excitement amidst the mountains and waters of the region.
