Company

EQ Wealth Management

Financial Services 500 108th Ave Ne 11 employees

Employees: 11
Contacts: 3
Emails: 3
Phones: 2

www.eqwm.com LinkedIn

EQ Wealth Management Overview

Headquarters: 500 108th Ave Ne
Website: www.eqwm.com
Industry: Financial Services
Employees: 11
Founded: 2018
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Bellevue

About 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.

EQ Wealth Management Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage
Phone contacts: 2; 66.7% coverage

EQ Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Nate Tepp, Cfp®	Financial Advisor at Eq Wealth	Greater Seattle Area, United States	Email Phone
Chloe Eklund Kuo	Client Service Associate	Seattle, Washington, United States	Email Phone
Michael O.	Financial Advisor at Eq Wealth	Seattle, Washington, United States	Email