Aequitas Investment Advisors

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 8:30 am - 5:30 pm

24 Years

in Business

Accredited

Business

(781) 740-1199Call Visit WebsiteVisit Website Map & DirectionsDirections175 Derby St Ste 24Hingham, MA 02043 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:30 pm

Places Near Hingham with Investment Advisory Service

South Weymouth (2 miles)
Weymouth (5 miles)
Rockland (5 miles)
Braintree (8 miles)
Randolph (10 miles)
Norwell (11 miles)
Quincy (11 miles)
Hanover (12 miles)
Brockton (13 miles)
Milton (14 miles)

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Email

BBB Rating

Location

South Shore Design Ctr

Other Links

http://www.aequitas-inv.com

https://aequitas-inv.com

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Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Retirement Planning Services

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Details

Phone: (781) 740-1199

Address: 175 Derby St Ste 24, Hingham, MA 02043

Website: http://www.aequitas-inv.com

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Aequitas Investment Advisors

Tax Planning
Estate Taxes
Tax Services
Income Tax
Maximizing the assets which pass to one’s family and charities while minimizing (or eliminating) the amount which goes to estate and income tax erosion.
Capital Gains Taxes
Avoiding the capital gains tax on the sale of appreciated securities while potentially increasing one’s lifetime income and ultimately benefiting one’s favorite charities.

Investment Management
The Senior Principal of the firm has been in the investment planning business for more than 25 years providing consulting services to trustees and fiduciaries of endowment plans, non-profit organizations and family foundations. Acting in an independent consulting capacity, the firm assists trustees in meeting their fiduciary obligations, managing their portfolios and evaluating performance. Toward this end, Aequitas Investment Advisors provides the following services...
Wealth Management

Accounting Services

Financial Planning
Founder Warner Arms Henderson has been advising individuals and organizations in all areas of financial planning, with special interests in investment, retirement and charitable planning since 1975. Preceding the founding Aequitas in 1991, Warner was co-founder and Managing Director of TFC Financial Management, Inc. in Boston from 1981 to 1991. He remains a member of TFC’s multi-advisory firm investment committee. Prior to working with TFC, Warner worked as a Special Agent for Northwestern Mutual Life Insurance Company.
Retirement Planning
Retirement Planning is a primary concern for most individual clients. While all client relationships begin with the establishment of a Comprehensive Investment Plan, our services for Retirement Planning include the following...
Asset Management
Assist the trustees in formulating an appropriate asset allocation strategy based upon the organization’s future financial requirements. Normally, the trustees are presented with several alternative asset mixes from which to select the one which will likely meet future financial objectives at an acceptable level of risk.

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