Aequitas Wealth Management
1901 Avenue of the Stars - 2nd Floor
Century City
Los Angeles, CA 90067
About Our Firm
Aequitas Wealth Management provides Portfolio Management Services along with on-going personal financial planning for our investment management clients. Based in Los Angeles, California, we are a Registered Investment Advisor with the Securities and Exchange Commission (SEC).
Four unique qualities set us apart from conventional financial advisors:
- Independence: Our complete independence from any bank, insurance company, or brokerage firm ensures that our advice is unbiased and free from hidden fees and incentives to promote certain investments.
- Fee-Only: We receive no commissions or third-party payments, and we have no financial interest in any services or investment products we recommend. We are compensated only by fees paid directly by our clients. Our independence along with our fee-only commitment ensures that we truly are our clients’ trusted advisors.
- Lifetime Planning and Education: As part of our Portfolio Management fee, we provide on-going personal financial planning, education and advice for our investment management clients. With knowledge of your financial situation, we are able to provide relevant information and advice when you need it.
- No Sub-Contracting: We directly manage our clients' investments and do not sub-contract to third party managers or propose one size fits all lifestyle portfolios. Each portfolio is designed for a client’s specific objectives and constraints including tax consequences. We also personally conduct all financial planning activities.
Our Services
We manage investment portfolios and provide financial planning services on a Fee-Only basis.
Our relationship begins with a complimentary introductory meeting to learn about your financial situation and goals. We also like to take this opportunity to introduce ourselves and our company and answer your questions.
Next, we prepare a proposal letter to you, which has 3 COMPONENTS:
- A summary of our discussion to ensure we have listened and accurately understood your situation and objectives.
- An investment management proposal.
- Recommended financial planning strategies.
After you review the proposal and we answer any questions you may have, you decide whether or not to engage Aequitas Wealth Management as your advisor.
As a client of Aequitas Wealth Management, we implement the agreed upon proposal and meet with you as needed or at least once a year. Our goal is to become your trusted advisor for any personal financial planning matter.
Our Experienced Team
Joseph P. Alexopoulos CFP®, MBA 
Joe is co-founder and principal of Aequitas Wealth Management. A graduate of Bryant University in Rhode Island, Joe earned his MBA from the University of Southern California's Marshall School of Business. He holds the CFP® (Certified Financial Planner) designation.
With nearly 15 years of experience, Joe most recently held responsibilities at the Citigroup Private Bank in Geneva, Switzerland as a Vice President - Private Banker.
Previously, at Fidelity Investments, Joe advised high net-worth clients with their investment portfolios and managed nearly $400 million in portfolio assets.
Sarah M. Lewis, CFP®, MBASarah is co-founder and principal of Aequitas Wealth Management. A graduate of Drury University in Missouri, Sarah earned her MBA from Thunderbird School of Global Management. She holds the CFP® (Certified Financial Planner) designation.
Sarah has over 20 years of financial services experience and has held senior positions with Manufacturers Hanover Trust Company (now JP Morgan Chase) in New York and Paris, Ernst & Young Consulting, and Electronic Data Systems Management Consulting Services. Most recently, Sarah was head of marketing at Crédit Agricole SA in Paris, France.
WE LOOK FORWARD TO YOUR INQUIRY!
Please be aware that Aequitas Wealth Management has a portfolio minimum of $1,000,000 to accept inquiries through this directory.
