At EQ Wealth Management
EQ Advisors provide premier 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.
Sarah is passionate about guiding clients as they navigate the complex terrain of wealth and financial planning. Her passion is reflected in the excellence, responsiveness, and care she provides our client families.
In addition to her role as a trusted associate, Sarah is working towards earning advanced industry qualifications and certifications.
Previous Roles or Ventures
Prior to joining EQ, Sarah was an associate with AlphaSights, a global consulting firm in New York City. In her role, Sarah directly consulted with C-Suite executives on key venture capital investment decisions. She provided client entities with advice and counsel on due diligence and portfolio management, as well as research and metrics on competitive and market analysis.
Outside the Office
Sarah is enthusiastic about the arts and enjoys exploring museums & restaurants with friends and family. She also enjoys spending time outside and travels as much as possible.
