William T. Saunders, Cfp® Email & Phone Number

Advice for Contacting William T. Saunders: Please contact me via email at William@equity-concepts.com or via phone at 804-285-4463Specialties: Private Wealth Management and Alternative Investments for Accredited Investors.Equity Concepts is an Independent Wealth Management firm that specializes in managing the complex financial and risk management needs of families, trusts and endowments.- Family Office Services- Portfolio Management- Risk Management- Alternative Investing At Equity Concepts, Wealth Management is more than just picking investments and retirement planning. Our family office services help clients strategically integrate and coordinate all parts of their financial lives from risk management and financial planning, to asset management, tax planning and estate planning. This comprehensive approach is designed to ensure that each of these distinct and important areas of the financial spectrum has been evaluated and managed together to give the client a greater sense of control. It is the active and ongoing supervision of this process that will ultimately define true financial success. Our investment approach is diversified beyond traditional stock and bond investing. The strategic use of non-correlated and alternative investment classes is a key component in today's portfolio and risk management process. Our expertise in these areas give our clients, retail and institutional, access to the most advanced and effective investment solutions available.Please note, that current regulatory policy does NOT allow me to receive or provide endorsements of Skills & Expertise or display Recommendations on my profile page.

Listed skills include Alternative Investments, Series 63, Cannot Accept, High Net Worth, and 6 others.