Brent E. Chavez

Brent E. Chavez Email and Phone Number

Capital Gains Deferral Specialist @ Estate Planning Team
Riegelsville, PA, US
Brent E. Chavez's Location
Riegelsville, Pennsylvania, United States, United States
Brent E. Chavez's Contact Details

Brent E. Chavez work email

Brent E. Chavez personal email

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Brent E. Chavez phone numbers

About Brent E. Chavez

President of Aequitas Equitas Wealth Management. Brent has a long standing history of doing business in his community and in the greater Philadelphia/ New Jersey area since 2003. Brent's commitment is always to his clients and his determination is to deliver as promised. Aequitas Equitas is a boutique investment firm offering a holistic approach for his clients. As a boutique firm, we offer an individualized experience, where we are better able to tailor specific solutions to the needs of our clients. His investment firm offers comprehensive services and he looks for ways to help grow and preserve your assets. His goal is to help clients gain a better understanding of where they are and the steps they can take to help maximize retirement and wealth preservation. Brent is passionate about educating his clients so they can make better informed decisions. Navigating through investment decisions can be like sailing through rough seas. Brent can help you chart your course and would love to work with you to empower you to a better financial situation. In addition, you will see the benefit of working with a skilled professional to help reach your goals.Outside of business, Brent and his family live in the Riegelsville area and he has an office there and in Bedminster, PA. He is a strong believer in volunteering in the community. He volunteers on a Regional Building Committee. In his free time, he can be found engaging in his favorite pastimes, running along the beautiful back roads in Riegelsville and working out at LA Fitness in Easton. He believes that if you don't have your health, you don't have anything. Investment advisory services offered through Aequitas Equitas Wealth Management, an SEC Registered Investment Advisor.

Brent E. Chavez's Current Company Details
Estate Planning Team

Estate Planning Team

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Capital Gains Deferral Specialist
Riegelsville, PA, US
Brent E. Chavez Work Experience Details
  • Estate Planning Team
    Capital Gains Deferral Specialist
    Estate Planning Team
    Riegelsville, Pa, Us
  • Estate Planning Team
    Capital Gains Deferral Specialist
    Estate Planning Team Sep 2021 - Present
    Riegelsville, Pennsylvania, United States
    Estate Planning Team is a professional group of highly trained professional advisors comprised of tax attorneys, advisors, brokers, and CPAs committed to assisting clients with business transitions and wealth succession planning implementing the Deferred Sales Trust™. The Deferred Sales Trust™ is a tax-deferral strategy.Over the next twenty years, it is estimated that 20 trillion dollars will transition to the next generation in the United States. Many of these individuals want to minimize their potential tax liability by deferring capital gains and probate avoidance tax situations. According to Pew Research Center, roughly 10,000 baby boomers will turn 65 today, and about 10,000 more will cross that threshold every day for the next 10 years
  • Aequitas Equitas Wealth Management
    Owner Registered Representative
    Aequitas Equitas Wealth Management Sep 2003 - Present
  • Allstate Financial Services, Llc
    Independent Registered Representative
    Allstate Financial Services, Llc 2008 - 2013
  • Graham Financial Services
    Independent Registered Representative
    Graham Financial Services 2003 - 2008

Brent E. Chavez Skills

Investments Portfolio Management Management Securities Financial Services Asset Management

Brent E. Chavez Education Details

  • College Of Allegheny County
    College Of Allegheny County
    Registered Nursing/Registered Nurse

Frequently Asked Questions about Brent E. Chavez

What company does Brent E. Chavez work for?

Brent E. Chavez works for Estate Planning Team

What is Brent E. Chavez's role at the current company?

Brent E. Chavez's current role is Capital Gains Deferral Specialist.

What is Brent E. Chavez's email address?

Brent E. Chavez's email address is bc****@****oup.com

What is Brent E. Chavez's direct phone number?

Brent E. Chavez's direct phone number is +161044*****

What schools did Brent E. Chavez attend?

Brent E. Chavez attended College Of Allegheny County.

What skills is Brent E. Chavez known for?

Brent E. Chavez has skills like Investments, Portfolio Management, Management, Securities, Financial Services, Asset Management.

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