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Wealth Management Strategies

Our wealth management strategies are designed to give each of our clients a unique portfolio that best fits their investing goals in relation to their risk tolerance, objectives and time horizon. Investing is about risk because every investment is a risk. There is no such thing as a “sure thing” when it comes to investing, and it is essential to understand that before investing. This is why education is necessary to create an investment strategy.

When you work with us, we will take the time to make sure you understand the risk involved with investing, your own unique risk tolerance, and the different strategies available to you.

Our wealth management services can include any of the following:

Equity Investments

  • Publicly Traded Stocks
  • Mutual Funds
  • Alternative Investments
    • Real Estate Investment Trusts
    • Structured Notes

Fixed-Income Investments

  • Mutual Funds (income-oriented)
  • Corporate, Municipal and Government Bonds
  • Money Market Deposit Accounts
  • Certificates of Deposit

Investment Advisory Programs

  • LPL Advisory Platforms
  • Third-Party Asset Managers

Investment Accounts
(Traditional Brokerage)

  • Access to extensive investment options from leading companies

Equitable Advisors, LLC offers products and services of Linsco/Private Ledger (LPL), a broker/dealer and registered investment advisor. Equitable Advisors, LLC, member FINRA/SIPC (Equitable Financial Advisors in MI & TN), serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, serves as the clearing broker/dealer for brokerage accounts. Equitable Advisors, LLC serves as an investment advisor and LPL Financial serves as the principle sponsor, an investment advisor and the broker/dealer for the LPL investment advisory programs offered through Equitable Advisors' Financial Professionals. Equitable Advisors and its Financial Professionals are unaffiliated with LPL Financial. Additional investment advisory programs are offered through third-party program sponsors who are unaffiliated with Equitable Advisors and LPL Financial.

Check the background of this firm/advisor on FINRA’s BrokerCheck.