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

Financial Advisers Help Clients Navigate Transitions

Cicily Maton appears in Investors Business Daily | Jul. 16, 2014

New & Noteworthy

Voices: Cicily Maton, on Clients’ Sudden Money Events

Voices is an occasional Wall Street Journal column that allows wealth managers to address issues of interest to the advisory community. Cicily Maton is president of Aequus Wealth Management Resources in Chicago.

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New & Noteworthy

Webinar: The Stress of Money

Remember to join us on Tuesday, July 15 at 5:00 p.m. for The Stress of Money: Having Enough, Not Having Enough...and Everything in Between, the second of four informative webinars being hosted by Aequus in 2014.

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