Comprehensive Wealth Planning for Complex Financial Lives
At Equitas Financial Services Inc., we work with high-net-worth individuals and families who require a more integrated and strategic approach to financial planning. As wealth grows, financial decisions become more complex — involving tax considerations, asset structuring, estate planning, and long-term legacy goals.
Our role is to help bring clarity and coordination to that complexity. We work closely with you to understand your priorities, risk tolerance, and long-term objectives, then develop planning strategies designed to support wealth preservation, continuity, and informed decision-making.
Our High-Net-Worth Planning Services Include
Integrated Financial & Investment Planning
Coordinated strategies that consider your full financial picture, including investments, tax considerations, and cash flow.Tax-Efficient Wealth Structuring
Planning approaches designed to help manage tax exposure in collaboration with your tax and legal advisors.Estate & Legacy Planning
Supporting thoughtful wealth transfer planning to help ensure your intentions are clearly defined and understood.Risk Management & Insurance Planning
Reviewing protection strategies to address evolving personal and family needs.Inter-Generational Planning
Helping families navigate wealth transitions with clarity and communication.Who This Is For
Our high-net-worth planning services are well-suited for:
Individuals and families with complex financial structures
Business owners and professionals
Clients focused on long-term wealth stewardship and legacy planning
Our Approach
As a Certified Financial Planner® professional, we take an objective, disciplined approach to wealth planning. We focus on helping you evaluate options, understand trade-offs, and make decisions aligned with your long-term goals and comfort with risk.
Next Step
We invite you to begin a confidential conversation to explore how a comprehensive planning approach can support your financial objectives.
Request a confidential consultation.