Aequitas Wealth Management
Aequitas Wealth Management opens the door for managing successful investment portfolios and provides financial planning advice to build and preserve wealth for individuals and institutions.
This independent investment management company came to EDG to create a brand identity and a web presence to capture their brand as a highly professional, fee-only firm and to illustrate their mission of facilitating the steps to achievement of their clients’ objectives. Today, Aequitas, from the Latin meaning impartiality, fairness and honesty, has successfully grown large enough to move into their own building in 2013. Aequitas continues to provide their clients with financial strategies to achieve their goals and the professional assistance to implement them.
