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Equity Trust

Would you like to meet us virtually? You will receive a link to a Google Meet video at the time you choose. Please use the comments field to introduce what you'd like to discuss.

Video Meeting (via Google Meet)

1031 Exchange Consultation

Associates Equities Fund (Lee & Associates) Meeting

Futures Trading Consultation

Phone Meeting

Application Walkthrough

Tell us what your custody needs are. We listen well and this conversation will be the beginning of your solution.

Fund Custody Solutions

Get your 1031 Tax Free Real Estate Exchange Started with our guidance.

1031 Exchange Setup

We will explain how to use your IRA (or other retirement accounts) to invest in things like real estate, futures, private stocks or funds or participate in private lending deals. Time well spent!

Self-Directed IRA Consultation

If you sell to investors, you need to learn how they can use IRA funds to invest in what you are offering. Ask your investors to join our conversation and we'll cover all the questions in one session.

Select a team member

Equity Trust

Kelsey Dineen

Kelsey Dineen

Brad Janitz

Brad Janitz

Adam Sypniewski

Adam Sypniewski

Rita Woods

Rita Woods

Matt Calhoun

Matt Calhoun

Daniel Hanlon

Daniel Hanlon

Paul Herbes

Paul Herbes

Equity Trust

Summary