"Wealth alone does not guarantee happiness. For many of us, the root of our desire for wealth is that we hope having wealth will allow us to have the things we want in life. Because of this, wealth is a means to an end. It is a tool. Like any tool, wealth is most effective when one knows its purpose and how to wield it."
W.M. Nzambi is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 1050 Crown Pointe Parkway, Suite 1700, Atlanta, GA 30338, 770-512-5100.
Mariner Financial Group is independent of Equity Services, Inc.
I am licensed to sell securities in PA, CA, FL, GA, IN, OH and KY and insurance in: PA, VA and FL. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct business.
CFP® and CERTIFIED FINANCIAL PLANNER(TM) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Firm and investment professional background available on BrokerCheck.
Chart Your Course
Build strategy customized around goals and objectives.
Choose Your Destination
Evaluate risk tolerance
Define goals and objectives
Stay On Course
Personalized Client Portal
Implement course of action
Best of Breed Technology
Life Compass® is our innovative planning approach, designed to help clients build and preserve wealth. Our holistic approach combines the power of a personalized financial planning process with institutional platforms, research and state of the art technology to help clients gain clarity, control and confidence in their financial lives.
Is there a system in place for your success?
While some organizations approach a client's needs through the sale of various financial products, we believe that successfully achieving your financial goals requires a systematic approach designed around meeting your unique wealth accumulation and preservation objectives. Life Compass allows clients to have:
- Clarity by having visibility of your full financial picture, updating daily.
- Control by simplifying your financial life, allowing you to plan for and work toward specific goals.
- Confidence by providing a clear understanding of whether you are on track to meeting your goals and of the strategies being employed to get you there.