Discovering your
equanimity —
the harmony between
life and wealth.

EQ Private Wealth Advisors is a fee-based, fiduciary registered investment advisory firm based in Rolling Hills Estates, California. Our advisors hold CFP® credentials and are legally obligated to act in your best interest at all times. Unlike large wirehouses or commission-driven models, our compensation is primarily derived from the fees clients pay directly — disclosed transparently and in writing before any engagement begins. We operate as a financial director for a select group of clients, meaning we coordinate every dimension of your financial life — taxes, investments, estate planning, and business decisions — rather than managing just one piece in isolation.

EQ operates as a fee-based, fiduciary advisory firm. “Fee-based” means the primary driver of our compensation is the fees clients pay directly for advice and investment management. As a fiduciary, we are legally required to act in your best interest at all times — not merely to recommend what is “suitable.” Our fees are disclosed fully in writing before any engagement begins, and every recommendation we make is driven by what is right for you. We are transparent about how we are compensated because we believe that transparency is the foundation of every great client relationship.

Equity and liquidity planning is specialized financial planning for individuals whose significant wealth is tied up in illiquid assets — a privately held business, stock options, RSUs, or an equity-concentrated position. Yes, it includes pre-IPO planning. If your company is approaching an IPO, the decisions made before the lockup period expires — around taxes, diversification, and cash flow — are among the most consequential of your financial life. We work with clients before, during, and after liquidity events to ensure every decision is made with the complete financial picture in view.

Pre-IPO planning is the process of preparing financially for a company going public — before the IPO occurs and before lockup restrictions expire. If you hold stock options or equity in a company approaching an IPO, several critical decisions must be made in advance: when and how to exercise options, how to manage tax implications, what to do when the lockup period ends, and how to build a diversification strategy around a concentrated position in a newly public company. At EQ Private Wealth Advisors, we guide clients through every stage of the pre-IPO journey from initial planning through the lockup period and into a long-term post-IPO wealth strategy.

Yes — business owner exit planning is one of EQ’s core specialties. We work with business owners before, during, and after an exit. Before the event, we help you understand the personal financial implications — after-tax proceeds, retirement income, estate considerations — before you sign anything. During the process, we coordinate with your M&A attorney and CPA to ensure the structure is as tax-efficient as possible. After the close, we help you deploy proceeds thoughtfully, update your estate plan, and build an investment strategy aligned to your new financial reality. We primarily serve businesses with $3 million or more in annual gross revenue across medical practices, manufacturing, professional services, and aerospace and defense sectors.

EQ Private Wealth Advisors is a fee-based firm — we are compensated solely by the fees our clients pay us. We receive no commissions, no referral payments, and no compensation of any kind from financial products, insurance companies, or third parties. Our fee structure is based on the scope of the engagement and is discussed transparently and disclosed fully in writing before any engagement begins. There are no surprises and no fine print. To discuss fees specific to your situation, schedule a complimentary 30-minute introductory call.

EQ Private Wealth Advisors is located at 501 Deep Valley Drive, Suite 202, Rolling Hills Estates, California 90274. We primarily serve clients on the Palos Verdes Peninsula — including Palos Verdes Estates, Rancho Palos Verdes, Rolling Hills, and Rolling Hills Estates — and the broader South Bay Los Angeles area including Manhattan Beach, Hermosa Beach, Redondo Beach, and Torrance. We also work with clients virtually regardless of location. Whether you have relocated, travel frequently, or are based outside of California, we are fully equipped to serve you remotely with the same depth of engagement as our local clients. Geography is not a barrier to working with EQ.

Equanimity is the discipline of maintaining calm, composure, and evenness of temper — especially in uncertain or challenging situations. At EQ, it is not just a philosophy; it is a practice. Sound financial decisions require balancing emotion with logic. We do not let bad markets drive reactive decisions, and we do not let good markets breed overconfidence. Our goal is to be the steady, informed voice behind every major decision our clients face — so they can move forward with clarity regardless of what the market or life brings.

The first step is a 30-minute introductory call — no obligation, no pitch. We use this conversation to understand your situation, share how EQ works, and determine whether we are the right fit for each other. If we decide to move forward, we begin with a thorough discovery process to map your complete financial picture. To schedule your introductory call, visit our contact page at eqpwa.com/contact, call our office at 424-394-0800, or email us at [email protected]. Virtual meetings are available for clients anywhere in the world.