Affiliations

Sudden Money® Institute

The Sudden Money® Institute (SMI) is the global thought leader on financial transitions management and is the certifying body for Certified Financial Transitionists™(CFT®). Susan Bradley is the founder of the Sudden Money® Institute (SMI), a resource center for Life Transitions and Good Decisions. She is also the founder of Women, Meaning, and Money®, a specialized program for women of wealth, and the author of Sudden Money, Managing a Financial Windfall.

Money Quotient

Money Quotient (M.Q.) develops Financial Life Planning tools and training for professionals who want to make a difference in the lives of their clients. As a non-profit 501(c)(3) organization focused on education and research, their purpose is to provide a life-centered approach that will engage, enlighten, and empower clients.

Money Quotient (M.Q.) has developed a process for building solid client relationships, conducting effective one-on-one meetings, and delivering value-added services. In addition, the practical, life-centered materials help get to the heart of client’s values and priorities, and create a framework to align a financial plan with their life goals.

Custodians

Aequus Wealth Management Services is an independent fee-only investment advisory firm. By using Charles Schwab & Co., as the primary custodian for its clients, Aequus has the advantage of employing Schwab Institutional’s leading platform for state-of-the-art technology solutions for trading, billing, performance and client reporting. This working relationship also grants Aequus access to comprehensive research tools, resources, and dedicated subject matter experts for solving complex issues.

Schwab Institutional® is a leading provider of custodial, operational and trading support for independent fee-based investment advisors. Since 1987, the firm has supported independent investment advisors by offering support and services to help grow their businesses and help their clients reach their financial goals. Schwab Institutional is a division of Charles Schwab & Co., Inc. Member SIPC.

These materials have been independently produced by Aequus Wealth Management Resources, LLC. Aequus Wealth Management Resources, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. (“Schwab”) or Charles Schwab Bank. Schwab has not created, supplied, licensed, endorsed or otherwise sanctioned these materials nor has Charles Schwab & Co., Inc. conducted any independent verification of the facts and representations underlying these materials.

Allied Professionals

Should the need arise, Aequus has the expertise to handle complex financial situations that demand more sophisticated solutions. Our firm has established a network of financial resources specifically to cater to your unique needs. While Aequus maintains its independence, it has broadened its scope of service offerings by building teams and collaborating with other experts and professionals:
• Estate lawyers
• CPAs
• Mortgage brokers
• Planned giving consultants
• Divorce lawyers

Insurance Services

Aequus provides expert assistance in solving the risk-related problems of our clients. In today’s environment, the analysis of existing health, disability, property, casualty, life insurance, and long term care coverage is especially important. In addition, the creative use of insurance products can solve many financial situations, thus maximizing financial resources.

Michelle Maton is licensed to sell life and health insurance in Illinois, as required in Illinois to give insurance related advice. When appropriate, Aequus may refer a client to an outside agent, affiliated with an insurance company. Commissions may be earned on those sales by those agents. Aequus will receive NO commissions associated with any insurance sale. Clients are never obligated to use insurance agents recommended by Aequus or to implement insurance policies recommended by those agents.