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

The wealth manager who volunteers as an animal conservationist

Michelle Maton appears in Crain's Chicago Business | Apr. 11, 2015

From the Aequus Newsletter

9 Ways To Spring Clean Your Finances

    As temperatures rise, snow melts, and days grow longer, you might get the urge to do a deep cleaning of your home. Pulling out old or unworn clothes, reorganizing closets, and donating unwanted household goods is a great way to kick off spring cleaning. As you dust, sort, and purge...

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From the Aequus Newsletter

Better Financial Advice: New Approaches Gain Traction

    Getting people to feel less stressed when thinking, talking, and making decisions about money is the goal of Financial Therapy, a combination of psychology and financial advice that is focused on developing healthy relationships with money. Financial Life Planning is focused on...

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