Who We Serve | Equitable Advisors

We serve individuals navigating pivotal financial transitions and complex wealth decisions. Whether you're an executive with sophisticated compensation structures, a high-net-worth individual navigating divorce, or a woman seeking a more intentional approach to managing wealth, our role is to provide the clarity, guidance, and strategy needed to move forward with confidence.

Executives & C-Suite Professionals

High earning individuals that are facing unique financial challenges and opportunities. We provide sophisticated financial planning and investment strategies that align with your career goals and lifestyle aspirations. From managing stock options and executive compensation to optimizing tax strategies, our personalized approach helps you navigate complex financial landscapes with ease. We empower you to make informed decisions, working to ensure your financial success complements your professional achievements.

Divorce Planning for Complex Wealth

Divorce can be one of the most significant financial transitions a person will face. For individuals and families with substantial assets, the decisions made during the divorce process can have long-term implications far beyond the settlement itself. Whether you are just beginning to consider divorce or are already in the midst of negotiations, Anastasia provides financial guidance designed to bring clarity, organization, and confidence to an otherwise overwhelming process.

Her clients are often successful individuals whose financial lives extend beyond traditional income and savings. From RSUs, stock options, and deferred compensation arrangements to business interests, trusts, executive benefit plans, and complex asset structures, Anastasia helps clients understand the full financial impact of divorce. Working alongside legal and tax professionals, she provides the analysis and insight needed to make informed decisions, reduce uncertainty, and create a foundation for the next chapter with confidence.

Affluent Women

Financial success often brings unique opportunities, responsibilities, and decisions. Whether navigating a career transition, the loss of a spouse, divorce, retirement, or a significant liquidity event, affluent women frequently find themselves managing complex financial considerations while balancing personal, family, and legacy goals. Anastasia provides thoughtful guidance designed to bring clarity and confidence to these important decisions.