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Equivest Financial Advisors
EQUIVEST FINANCIAL ADVISORS LLC is a state-registered investment adviser with $64 million in regulatory assets under management. The firm has 1 employee and...
Overview
EQUIVEST FINANCIAL ADVISORS LLC is a state-registered investment adviser with $64 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Frequently asked questions
What is the investment philosophy of Equivest Financial Advisors?
Equivest prioritizes long-term capital preservation and tax efficiency over short-term gains. The firm deploys capital across a diversified portfolio of equities, fixed income, real estate, and alternative assets, with an emphasis on risk management and wealth transfer outcomes.
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