Equius Partners, based in Novato, CA, has recently partnered with Wealth Enhancement Group, a nationwide independent wealth management firm. This collaboration aims to provide clients with comprehensive financial planning and investment management services, while leveraging the strengths and resources of both firms. Equius Partners' team will continue to work closely with clients, now backed by the expertise of the Roundtable team at Wealth Enhancement Group.
With a team approach to wealth management, Equius Partners and Wealth Enhancement Group share a common goal of delivering the best possible advice to improve clients' lives. The Novato office will remain the hub for simplifying clients' financial lives, offering services such as planning, investments, tax strategies, and estate planning. Clients can rely on the trusted advisory team at Equius Partners, supported by the expanded resources and capabilities of Wealth Enhancement Group.
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