Help Future-Proof Your Legacy with Multigenerational Wealth Strategies in Arlington Heights, IL
It’s common for investors to have a vague goal, like “retiring comfortably” or “building multigenerational wealth.”
But achieving that goal often involves answering specific and complex questions such as:
Should I be weighted more in equities or treasuries?
Are ETFs or mutual funds better for my situation?
What’s my true risk capacity?
What am I willing to sacrifice to expedite achieving my goals?
How will I need to sequence my distributions?
At J.M. Equity Advisors, our goal is this:
To simplify an over-complicated industry by helping our clients discover their wealth’s true purpose — and understand the reasoning behind our strategy that empowers them to achieve the extraordinary.
How We Believe We’re Different
A sincere fixation on understanding your complete financial circumstances, because that helps inform how to build multi-generational wealth
Individualized, concierge-caliber service, because this is how we build long-lasting relationships
An integrated approach to tailoring your portfolio, because details matter
A concentration on minimizing taxes and volatility, because this helps perpetuate your wealth
Are You This Type Of Investor?
An executive with lucrative compensation, but confused on how to diversify (or if you should)?
An entrepreneur who needs guidance on cash flow, capital or other strategies to reach the next level?
A high net-worth individual or head of household who wants to create a dynasty to be proud of?
A real estate developer in need of sharper revenue forecasting or access to specialized lending?
A business owner, like a dental professional, who could better structure their finances to lower their tax liabilities?
Someone in charge of a non-profit endowment seeking objective, outside guidance to support your mission?
We believe J.M. Equity Advisors boasts an established track record of anticipating what decisive moves would work in your best interests — and swiftly enacting time-tested strategies to help accelerate your stated goals.
Meet Your Wealth Advisor
Michael Tursi
- CFP
- Managing Director
- Partner
Michael Tursi is a Partner and CERTIFIED FINANCIAL PLANNER™ professional at J.M.Equity Advisors of the Princeton Group who provides personalized wealth management guidance to individuals, families, and business owners through holistic, goals-based wealth management strategies. He offers experience in developing comprehensive, results-focused investment plans designed to enable clients to successfully accumulate, preserve, and transfer wealth in all types of economic environments. His areas of focus include retirement planning, estate planning strategies, wealth preservation strategies, education funding, and business advisory services.
Michael’s dedication to serving his clients allows him to make a positive difference in their lives, along with the lives of their families for generations to come. His tailored approach to wealth management combines investment planning experience and insights with detailed knowledge about his clients’ investment objectives and long-term goals, as well as their personal interests and passions.
Michael is a Chicago-native and has earned a Bachelor of Science in Psychology from Western Illinois University, a Master of Business Administration in Finance from Loyola University Chicago, as well as a Financial Planning Certificate from Northwestern University.
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What You Will Receive:
Your wealth will be managed holistically with the intent of helping you and your heirs:
- Manage inherited assets more thoughtfully
- Recognize the challenges your wealth may encounter
- Make informed decisions that promote clarity and confidence in your daily life
- Understand the importance of wealth preservation, estate investment planning and investing basics
To achieve this, we will assist you with:
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Investment planning to help ensure generational wealth |
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Alternative investment strategies to generate additional capital |
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Wealth solutions for managing risk and liabilities while preserving capital |