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| Wednesday, September 8, 2010 | ||||
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| Section: About Us | ||||
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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:
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. CFP® and Certified Financial Planner™ are federally registered service marks of the Certified Financial Planner Board of Standards (CFP Board). CFP licensees adhere to a Code of Ethics and Professional Responsibility, and continuing education and disclosure requirements in the interest of providing the highest level of professional service to their clients. Chartered Retirement Planning Counselorsm and CRPC® are registered service marks of the College for Financial Planning. Copyright 2004, Equipoise Wealth Management, Inc.
Privacy Policy
| Business Continuity Plan (BCP)
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