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 seven core values that represent the essence of our
company philosophy:
- Integrity
- Innovation
- Teamwork
- Excellence
- Respect
- Joy
- Social Responsibility
We cultivate leadership qualities in our employees, while striving
for enduring client satisfaction.
Our clients represent a broad economic and social cross-section.
Clients range in age from 23 to 97. We provide financial guidance to
individuals and businesses.
Copyright 2004, Equipoise Wealth Management, Inc.
Privacy Policy
|
