Co-Creating Your Financial Future

Equus Private Wealth - About
We are a registered investment advisor that has been serving clients for 15 years. We specialize in municipal bond and custom diversified portfolios. We work with high net-worth families and family offices to create custom portfolios that match your unique needs. 
Tax-Exempt Income
noun-income-4529572.png
Equus' specialty is high-yield municipal bonds which we use as a foundation for all income focused portfolios. These portfolios can be state focused to maximize post-tax income streams. 
Custom Diversified
noun-pie-chart-4290331.png
Equus' diversified portfolios aim to provide a sophisticated low-cost solution for broad market exposure that matches risk tolerances and liquidity needs of our clients.
Upstairs - Draper.jpg

One Team - One  Mission

Why Equus?
Detectives of Opportunity
 
noun-magnifying-glass-4532330.png
We believe in seeing our municipal investments with our own eyes to give us added conviction in our lower and non rated holdings. We are researchers by nature and look for optimal portfolio allocations to maximize after-tax returns.
Independent
noun-legal-4200892.png
Equus takes pride in being an independent firm whose only incentive is to put client's interests firsts. 
Data Aggregation
noun-aggregate-2332483.png
Have multiple brokerage accounts, 401ks, trusts, and estate assets? We have invested heavily in data aggregation that allows our clients to view their portfolios and holdings on one platform. 
Boutique
noun-talk-2248870.png
Our dedication to providing the best service in the industry is a backbone in our firm's values. With our limited client base we can spend extensive time to understand our client's unique needs.

03

CFA Charter Holders

05

Team Members

36

Years Leadership Experience

15

Years Serving Clients
Equus Team
 
 
 
Our Simple Process
noun-phone-3336060-FFFFFF.png
Step 1
Initial Call
noun-handshake-1039888-FFFFFF.png
Step 2
Meeting
 
noun-planning-4344337-FFFFFF.png
Step 3
Plan Overview
 
noun-pie-chart-4442563-FFFFFF.png
Step 4
Recommendations
 
 
Insights
Request an Appointment
 
What is your estimated net worth?

Thank you! We’ll be in touch.

55 N 4th Street
Carbondale, CO 81623
Phone: 970-963-9254

Equus Private Wealth Management, LLC. (Equus) is registered as an investment adviser with SEC and only conducts business in states where it is properly notice filed or is excluded from registrations requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. 

​

Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgement of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss. 

​

Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Please consult your finance professional before deciding to invest. There is no assurance that an investment will provide positive performance over any period of time. Past performance is not indicative of future results. 

​

Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Equus is not engaged in the practice of law. 

​

Hyperlinks on our blog posts or websites are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. 

​

Free and simple tools are also available to research investment firms and financial professionals at www.investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing. 

​

Social Media Disclosures:  

​

LinkedIn, Twitter, YouTube, and all social media platforms are owned by third parties unaffiliated with Equus. Use of any third-party sites and materials is at your own risk. We are not responsible for and do not endorse any content, advertising, products, advice, opinions, recommendations, terms of use or privacy policies, or other materials on or available from third parties, including Facebook, LinkedIn, Twitter, YouTube, or other social media platforms. Follows, retweets, replies, or links to third-party content should not be construed as an endorsement by Equus.

 

Clicking the Like button is not a testimonial for or endorsement of Equus or any of its investment Adviser Representatives. “Like” is not meant in the traditional sense. Visitors must refrain from recommending investment advisory services or providing testimonials for the firm or its employees, since they are strictly prohibited by securities regulators. Please note that we must delete such posts, since this is a regulatory requirement.

 

Any opinions expressed by other social media users are those of the persons submitting the comments should not be taken represent the views of Equus. Links to third-party social media websites will open new browser windows. When you link to third-party websites, we make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site. When you access any third-party site, you are assuming total responsibility and risk for your use of the site you are linking to.

 

If you wish to convey an opinion to us, please send an email to ron@equusprivatewealth.com. In addition, no comments on our feeds or blogs should be specific security recommendations. Questions about a specific investment or adviser cannot be answered and may be removed from the page.