Equis Group LLC | Services
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Services

WHAT WE DO

Equis Group is a boutique wealth management firm specializing in financial management for athletes and artists. Equis has achieved success in the sports and entertainment market place because we are ultra client focused. We specialize on all that touches our clients financial life.

Wealth Management

We don’t use proprietary products. We offer the best in class investment solutions.

Financial Planning

We help our clients navigate not just their investments but also their complete financial plan.

Quality Advice

We get to know our clients before their plan is created. We educate them so they are involved in the decision making process.

OUR PROCESS

Working with Equis Group’s experienced professionals you can expect personalized service and access and the confidence to enjoy your financial freedom. Equis has been in business for over 25 years and our specialists in managing the wealth of athletes and artists. When we develop a financial plan for our client, it is not simply a template that you will find with every other firm. It is a complete, comprehensive, buffet of options for you to consider. Specializing in this market brings many challenges that inexperienced advisors have not seen, and access to solutions other advisors just don’t have.

Plan your financial future

Build and manage your wealth

Enjoy your financial freedom