Eq Wealth Management
You have questions - we have answers. EQ, LLC dba EQ Wealth Management is an SEC registered investment advisor that provides investment management and wealth planning services to high net worth families. Our practice is designed to help our clients optimize their compensation and benefits, map out future cash flows, design goal-oriented investment portfolios, and retire comfortably. EQ Wealth Management was founded in 2018 by longtime partners and colleagues Stephen P. Emanuels and J. Michael Quigley. Together Stephen and Michael provide personalized financial advice to executives and families of high net worth, many of whom have complex financial needs.
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Verified contacts
9
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- CH
Courtney Hanrahan
Financial Advisor · Finance & Accounting
EmailPhone - NT
Nate Tepp
Financial Advisor · Finance & Accounting
EmailPhone - SE
Sarah E.
Associate Advisor · Finance & Accounting
EmailPhone - CE
Chloe Eklund Kuo
&, · Other
EmailPhone
Showing 4 of 9 verified contacts
Top roles at Eq Wealth Management
5 distinct titles indexed · top 5 shown.
- 3financial advisor
- 2partner, senior wealth advisor
- 1&,
- 1associate advisor
- 1relationship manager
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