Knowing you have a trusted registered investment advisor team in your corner makes a big difference in giving you peace of mind that you have the right financial plan. EsqWealth offers strategies for tax mitigation, financial planning, asset protection, and long-term wealth management. Our financial affiliates and alliances offer exceptional services as well. Below you can find out more information about them.
Charles Schwab & Co., Inc.
EsqWealth has agreed that Charles Schwab & Co., Inc., will be the custodian of and act as the prime broker for your account. In addition, EsqWealth uses “Schwab Alliance” which is a version of the schwab.com website that allows you, as EsqWealth’s client, to manage your assets and accounts anytime, anywhere through Schwab’s secure website. Schwab also provides insights, research, and access to a wide range of investment products. EsqWealth can leverage these tools to develop recommendations that suit your unique investment needs.
You can learn much more about how EsqWealth works with Schwab to serve your needs by clicking on the picture to the right or by clicking here. This brochure provides an overview of how Schwab’s products and services support EsqWealth’s management of your investments, as well as how Schwab handles their key role as your custodian: safeguarding your assets. You’ll also find information about Schwab, their procedures, and the support they offer. EsqWealth is not affiliated with Schwab except as described above.
BlackRock, Inc.
BlackRock is one of the world’s leading providers of investment, advisory, and risk management solutions. Over the past 30 years, BlackRock has evolved from an eight-person start-up to a global company that’s trusted to manage trillions of dollars. Pursuant to its agreement with BlackRock, EsqWealth utilizes BlackRock’s investment guidance, a disciplined investment approach, and customizable models to help meet your unique goals. While EsqWealth is not affiliated with BlackRock, it utilizes BlackRock’s tools to help build, customize, and manage client portfolios, compare portfolios and funds, or stress test and analyze portfolios across many angles – performance, cost, risk, and more.
You can learn more about how EsqWealth works with BlackRock to serve your needs by clicking on the picture to the right or by clicking here.
Johnson Fistel, LLP
EsqWealth works with Johnson Fistel, a leading full-service law firm. Frank Johnson, the Founder and CEO of EsqWealth, is also the Managing Partner of Johnson Fistel. The law firm has experienced lawyers who have provided high-net-worth clients, including billionaires, with complex strategies for tax mitigation, estate planning, and asset protection. It also offers a proprietary Portfolio Monitor fraud detection service to investors at no charge or obligation. You can learn more about this complimentary service by clicking on the picture to the right or by clicking here.
For more information about Johnson Fistel, its lawyers, and its practice areas, please click here.
Johnson Dunn Capital Advisors, Inc.
Johnson Dunn Capital Advisors works with EsqWealth to implement an excellent strategy for portfolio management for some of its clients. While many, if not most, financial advisors put all of their clients in the same portfolio, EsqWealth recognizes that each client has different goals, risk tolerances, and time horizons. Keith Dunn is the Managing Director of Johnson Dunn Capital Advisors and brings more than 40 years of experience to assist in developing the right portfolio for each client. Johnson Dunn Capital Advisors actively manages four portfolios discussed below. These portfolios may be implemented in varying percentages based on each client’s unique financial plan.
- Concentrated Dividend Growth. Dividend stocks have historically outperformed the S&P 500 with less volatility due to their dual sources of return: dividend payments and capital appreciation. This portfolio aims to invest in 25-40 companies that have consistently raised their dividends and are expected to continue doing so in the future. Certain companies or sectors may be weighted based on various factors.
- Dividend and Growth. This portfolio also focuses on dividend-paying companies but offers greater diversification. It invests in 70-80 companies, providing exposure to a cross-section of the United States economy. Additionally, some large companies in this portfolio provide exposure to the global economy. It encompasses both growth and value stocks, with consideration given to economic cycles and emerging trends.
- Quantitative. This portfolio eliminates emotional biases from investing by employing a proprietary quantitative analysis model. The model narrows down approximately 2,500 companies based on industry, valuation, and mathematical measures. The portfolio is regularly rebalanced in the short term, potentially generating short-term ordinary income due to the rebalancing process.
- Fixed income. This portfolio caters to clients who wish to avoid stock market volatility, particularly those with short-term capital needs. It primarily invests in assets and securities that generate consistent cash flows, typically in the form of fixed interest or dividends. Common fixed-income products within this portfolio include money market accounts, treasuries, and corporate bonds.
To hear Keith Dunn describe how he designs and manages these four portfolios, please click on the video below.
Parsons Financial Network
Parsons Financial Network is led by Anthony J. Parsons who has 30 years of experience in the financial services business. Mr. Parsons has helped countless individuals, businesses, and families achieve their financial goals for the past three decades. Mr. Parsons offers his experience to consult with EsqWealth and its clients in areas in which he has a high degree of expertise, including asset protection, retirement planning, estate planning, and business succession planning.
