At EQ, our goal is to remove all the burdens of wealth management—emotional, mental, and logistical. We make it easy for you to make smart decisions about your finances so you can focus on living a great life. 
One of the ways we do that is by honing in on your emotional quotient, or emotional intelligence. There’s a lot of emotional bias that often plays into investment decisions, and we work with you to help you understand and manage those desires, fears, and ideas so you can make smarter choices that lead you closer to your goals.

We act as a financial counselor, providing clarity about your situation and offering valuable insight so you can spend your mental energy on the things that matter to you. We consider every aspect of your wealth, and we bring together all the pieces of your financial world and help you align them with your values and goals. We do everything we can to keep the details off your plate, and in doing so, you gain freedom to truly enjoy everything you’ve worked so hard for. As you grow and live your life, we stay by your side, offering wise counsel and support for every financial decision.

OUR CLIENTS ARE…
- Family Oriented
- Community Minded
- Diligent Savers
- Ready to Learn
- In All Different Stages of Life

DISCLOSURES
Investment Advisory Services offered through EQ Wealth Advisors, LLC, a Registered Investment Advisor. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at
80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Lumiere Financial Group LLC are not affiliated companies.

EQ Wealth Advisors

Org chart

Teams

Offices

EQ Wealth Advisors

Org chart

Teams

Offices

Related companies