We offer inspiring ideas and unique options leading to a financial blueprint designed specifically for you and your situation. In collaboration with each client, we outline a money renovation program that accommodates today's needs without foregoing tomorrow's dreams. Proven tools, techniques, and processes are used to transform your financial situation to one of fiscal strength.
When the money renovation project is complete, you should feel a sense of peace, confident that your financial house is in order. Think of your financial future like a home renovation project. A successful home renovation is dependent on a well-designed plan and the right General Contractor. The same elements are critical to making any changes to your financial situation.
When the money renovation project is complete, you should feel a sense of peace, confident that your financial house is in order. Think of your financial future like a home renovation project. A successful home renovation is dependent on a well-designed plan and the right General Contractor. The same elements are critical to making any changes to your financial situation.
Services
In 1987, recognizing the consumer need for objectivity in financial matters, Susan O'Grady established EQUIPOISE Wealth Management, Inc. as an independent, fee-only, registered investment advisory firm. We do not sell products or collect commissions. We cultivate leadership qualities in our employees, while striving for enduring client satisfaction.
Our Financial Planning services are provided by a Certified Financial Planner professional using our unique fee-only compensation structure (see Pricing). What makes our fee-only arrangements special? We believe our compensation should be linked to delivery of guidance, rather than product sales. Clients only pay for time when we are working specifically for them.
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