Our History

In 1987, recognizing the consumer need for objectivity in financial matters, Susan O’Grady established EQUIPOISE Wealth Management, Inc. as an independent, fee-only, registered investment advisory firm. We do not sell products or collect commissions.

We protect six core values that represent the essence of our company philosophy:

  • Integrity
  • Innovation
  • Excellence
  • Respect
  • Joy
  • Social Responsibility

We cultivate leadership qualities in our employees, while striving for enduring client satisfaction.

Our clients represent a broad demographic, economic, and social cross-section.  We provide financial guidance to individuals and small businesses.

EQUIPOISE Wealth Management, Inc. is registered with the Colorado Department of Regulatory Agencies, Division of Securities.