equi: from the Latin root meaning even and balance.

us: representing the union between our clients and our team at Equius Partners.

We are proud of and cherish our long-term relationships with clients, most of whom consider themselves family stewards. Our history with our clients affords us the insights necessary to ensure they direct their wealth and energies to achieve what’s important to them through the actions they take.

Our clients also are committed to learning and appreciating the value of asset class investing so as to balance their portfolios as efficiently as possible given the dynamics of our global capital markets.

For certain clients it is extremely important that they impart that knowledge to their heirs. To promote meaningful balance in our clients’ estates and lives, we assemble the highest caliber team of service providers to ensure our clients’ goals are consistently and effectively implemented in perpetuity.