Meeting Life’s Challenges

Photo of The Aequus Team

Change is never-ending and often challenging. Sometimes it is event driven, like the death of a love one, a divorce, retirement, health crisis, an inheritance, sale of a business, or career advancement and working through the details of executive compensation. The transition between a triggering event and a new “normal” can be fraught with an overwhelming array of decisions, demands and emotional upheaval. The Aequus financial team is expert in guiding clients through the maze, using tools and processes developed through 25 years of experience.

Enjoy a life well lived. Call Nancy today at (312) 664-4090 to set up an appointment with an Aequus advisor.

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In The News

Young advisers want a future, not a handout

Andrew Sivertsen, an up-and-coming Aequus colleague, appears in Investment News | Jul. 28, 2015

In The News

What if a parent can’t “afford” to split expenses with a wealthier ex-?

Cicily Maton Appears in | Jun. 30, 2015

From the Aequus Newsletter

Transitions: From Here to There

By Dr. William “Marty” Martin
    Planned? Unplanned? Expected? Surprised? All of these words can be used to describe a transition. Quite simply, a transition occurs when you experience a change. The change could be a move, a new job, a health diagnosis, a child leaving home, or a...

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