We put you first.
Equity Development Corporation is a private wealth management firm that specializes in supporting individuals and families plan and execute on their financial goals. Whether that be a worry-free retirement or making sure that the kids and grandkids are taken care of, we have the tools and experience to guide you on your unique path. Along with our network of CPAs, estate attorneys, and other professionals, our team is prepared to help take care of your family’s interests for generations to come.
We understand that your values, concerns and priorities are unique. Your financial plan should be one-of-a-kind, too. That’s why EDC creates a personalized financial plan for each client. As well as going above and beyond by regularly monitoring your plan’s performance and amending it – with your input – as your circumstances and world events change.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Understanding where you are and where you want to be is critical to what we do. We use some of the best financial planning technology in the industry that enables us to provide a financial plan that is streamlined, engaging and dynamic.
Gone are the days where your financial advisor presents you a 50-page financial plan full of calculations you do not understand. Many of our planning sessions can be handled online or over the phone. We can also provide you with direct access to the planning tools, which keeps you more engaged and excited about the plan. We will also save a few trees in the process.
Whether it is retirement, education planning, charitable goals or insurance reviews, we have the tools necessary to help you make some powerful changes. Let’s go!