At EQ Wealth Management
Stephen and Michael co-founded EQ in 2018 to deliver tailored wealth management solutions to executives, business owners, and affluent families. Our reputation for mastering complex compensation packages for public and private companies is exemplary. Our unwavering commitment to serving as a fiduciary, coupled with experience, knowledge, and insights, have made EQ advisors trusted resources for financial wisdom and empowerment.
Stephen is passionate about creating innovative investment solutions and alternative assets designed to help our clients achieve their financial and life goals. His passion is reflected in the development of EQ's diversified model portfolios and the creation of outside alternative investments for client consideration.
In addition to his role as a financial advisor, Stephen also serves as a managing member and Chief Investment Strategist for EQ.
Stephen and Michael are also co-founders, and managing members of the EQ Income Fund, I, LLC, as well as co-founders of real estate projects with Axiom West, Axiom Skyline, Axiom London, and Axiom Village Woods.
Previous Roles or Ventures
Before establishing EQ Wealth Management, Stephen served as a partner at Capital Planning, LLC, where he specialized in offering comprehensive wealth management services to affluent families. Preceding his tenure at Capital Planning, Stephen held a key role in the Entrepreneurial Advisory Services division of PricewaterhouseCoopers. In this capacity, he provided integrated services spanning tax, audit, and consulting to prominent corporations and business owners, enhancing his expertise in financial matters and strategic guidance.
Outside the Office
As a devoted husband and a father, Stephen's life outside of work is a blend of variety and purpose. Stephen and his wife enjoy spending time with their children and exploring the natural splendor of the Pacific Northwest. His love for the outdoors, particularly the serenity of the water, comes to life as he pursues his favorite pastime—fishing in the scenic waters around the Puget Sound and local rivers. In addition to his family and outdoor pursuits, Stephen remains an active member of his church, further exemplifying his commitment to community and faith.
