Aequus Wealth Management Resources, LLC
303 West Erie Street
Suite 311
Chicago, IL 60610
If only money came with instructions...
At Aequus, we have steered our clients through the inevitable ups and downs of the market for more than 20 years. As it turns out, why people invest is every bit as important as how. Our high degree of technical knowledge and ability to communicate are important to—and much appreciated by—our clients at every level of financial sophistication.
We believe our unique method of financial planning transforms lives. Aequus can help protect, build and leverage your wealth.
Our mission is to lead clients on a journey of discovery of their goals, hopes, and ambitions using our proprietary process of life enhancing financial planning. We are committed to serving the best interests of our clients and to fulfilling the trust that is placed in us.
Cicily Maton
Cicily Maton CFP™, President and founder of Aequus, is a pioneer of “life-enhancing” financial planning, and a passionate believer in leading a healthy, balanced life. Whether she is race walking in training for a marathon, traveling, or just enjoying what Chicago has to offer, she does so with vigor. She exemplifies a well-balanced life and understands the importance of the connection between our work lives and our personal lives.
Michelle Maton
Michelle Maton is an Aequus Partner, a Certified Financial Planner™, and an Enrolled Agent, the highest designation for a tax practitioner. For her, the idea of a well-balanced life takes the form of travel. Leaving the city with its dance and drama performances that she thoroughly enjoys, she finds life-sustaining nourishment by traveling to Africa. She deeply appreciates the value of nature, the flora and fauna that she finds there, and tries to raise awareness of the importance of conservation efforts in the region.
Dr. Martin
Dr. William “Marty” Martin is another multitalented member of the Aequus Team. He is an associate professor at DePaul University, and a nationally recognized psychologist specializing in money psychology, career transition, and the psychology of entrepreneurship. His experience and clinical skills are invaluable to clients looking to achieve their life goals, and find a balance between their financial, physical, emotional, religious, relational, and spiritual domains.
Life-Enhancing Financial Planning
A life-enhancing financial plan can help you lead a happier, more satisfying life. It helps build on your financial strengths and eliminates the emotional decision-making that can adversely affect your judgment when investing. Most significantly, our life-enhancing financial planning addresses your attitudes about—and relationship with—money.
Retirement
Planning for retirement has never been more important. We help clients sort through complex financial issues and formulate a practical plan that provides financial security, builds wealth, and gives you and your family peace of mind.
Estate Planning
Having an estate plan in place assures that your family’s needs are met should you become disabled or pass away. We will work with your estate planning attorney to create an estate plan that accurately reflects your goals and wishes.
Investment Management
Aequus combines “behavioral finance” research with a personalized one-on-one process of discovery to choose the right investments for each client’s portfolio.
Tax Services
Aequus provides a wide array of tax services including: tax planning, income tax and tax reduction strategies, tax preparation, and many others.
Divorce
Divorce can be a devastating experience. Aequus has developed a specialized service to assist individuals with the emotional and financial challenges of divorce. With Aequus as advocate, clients will have the accurate information they need to weigh the advantages of different settlement options and make more informed decisions about their future.
Developing your personalized financial profile begins with a frank discussion about your financial objectives, and takes your current expenses, life style, and your career path into consideration. By identifying your financial goals, dreams and expectations, Aequus can tailor its comprehensive wealth management services to fit your individual needs.
Thank You.
NAPFA: The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.
Please be aware that Aequus Wealth Management Resources, LLC has a portfolio minimum of $1,000,000 to accept inquiries through this directory.
