Let our expertise guide you.
With over 25 years of experience, our financial planning team is here to assist you through both the practical and emotional aspects of dealing with life’s major challenges and transitions. At Aequus, we lead our clients on a journey of discovery, exploring your goals, hopes and dreams, then designing tools and solutions that ensure success as you manage your investments and the changes in your life side-by-side.
Enjoy a life well lived. Call Nancy today at (312) 664-4090 to set up an appointment with an Aequus advisor.
Updates & Insights See all »
Dr. William Marty Martin in The New York Times | Dec. 2, 2013
By Nancy Caldie
Several months ago I jumped into a taxi right outside the front doors of Aequus’ offices to get to an appointment. Taking the train would have made me arrive late. Fortunately, I did arrive on time and I decided to take a taxi on the way back as well…... Read more »
Relationships, as we all know, can be complicated matters. When the fabric of a marriage unravels, the emotional, legal, and financial challenges can grow exponentially. The prospect of divorcing and beginning anew is understandably daunting for anyone. Here is one woman’s story.... Read more »