Sarah Lewis Principal - Aequitas Wealth Management
As fiduciaries we provide unbiased investment management, financial advice and planning for senior professionals, business owners and their families to build and preserve their wealth. We deliver on this promise by accepting no commissions or compensation from any products or services we recommend.
To experience the difference of unbiased financial advice, we offer your clients a complimentary no obligation second opinion review of their investments and financial situation.
(310)461-1431 (310)341-2325 Fax
1901 Avenue of the Stars Los Angeles, CA 90067-6001 -
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Aequitas Wealth Management's mission is to ensure that our clients enjoy financial success. We tackle their top of mind questions first like "will I have enough?" and then build to create long-term prosperous relationships.
We provide portfolio investment management with ongoing personal financial planning on a fee-only basis.
Our relationship begins with a complimentary introductory meeting to learn about your financial situation and goals. We also like to take this opportunity to introduce ourselves and our company and answer your questions.
Next, we prepare a proposal letter to you which has four parts: 1. A summary of our discussion to ensure we have listened and accurately understood your situation and objectives. 2. An investment management proposal. 3. Recommended financial planning strategies. 4. Action steps.
After you review the proposal and we answer any questions you may have, you decide whether or not to engage Aequitas Wealth Management as your advisor.
Typically, our clients are senior professionals and entrepreneurs who are looking for good sense, security, speed and serenity. They have acquired wealth and their goal is to build and preserve it.
We serve high net worth individuals and their families as well as non profit organizations and company pension plans.
Three main factors set us apart from a conventional advisor:
1. We are independent from any bank, insurance company or brokerage firm. Independence ensures that our advice is unbiased and we are free to recommend any idea that is in our client's best interests. Because we do not accept any commissions or referral fees and are solely compensated by our clients, we eliminate this conflict of interest.
2. We directly manage our clients' investments and do not sub contract to third party managers. This allows us to construct a portfolio for a specific client's objectives and constraints and demonstrate how it benefits the client specifically.
3.We provide lifetime personal financial planning, education and advice as part of our investment management agreement.
Our offices are located in Century City, and we routinely meet clients in their offices or homes - recognizing that our clients are rarely on a 9 to 5 schedule, we make it a point to be available when they are.
Other clients - especially those out of state or abroad - prefer regular contact by phone and email.
