Built on the unique strengths of its founding members, James C. Trebilcock and Scott M. Danek, CFP® (www.linkedin.com/in/scottdanek) the firm serves the financial needs of both corporate and individual clients.

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Advisory services also offered through CWM, LLC. Cetera is under separate ownership from any other named entity
: Cetera Advisor Networks LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

Our Corporate Services include:  Retirement Plans and Executive Plans.

Our Personal Services include: Fee-based planning services, investment advice, offered portfolio management, retirement cash-flow modeling, and personal insurances.

Our focus is your unique journey.  Equanimity....find yours.
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Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks and have not been reviewed by Cetera Advisor Networks as to accuracy or completeness.

Equanimity Wealth Management

This department provides financial planning and investment advice to help clients grow and manage their wealth.

Equanimity Wealth Management

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Wealth Management

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Equanimity Wealth Management

Org chart

Teams

Wealth Management

Offices

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