We are pleased to announce the recent opening of our new office in Lafayette, California. This marks an exciting milestone as we continue to expand our national presence.
Andrew Venturi and Ben Steed, Managing Directors and Advisors at IEQ Capital, will lead the new Lafayette office. Both Andrew and Ben bring extensive expertise in wealth management, demonstrating a commitment to delivering tailored financial solutions to high-net-worth individuals and families.
"The opening of our Lafayette office represents an exciting step forward," stated Andrew Venturi, Managing Director at IEQ Capital. "Our mission is to provide personalized financial strategies that align with our clients' goals, and this new location allows us to better serve the vibrant Lafayette community and beyond."
The Lafayette office embodies IEQ Capital’s commitment to bringing sophisticated wealth management services closer to clients. This new location is strategically positioned to deepen relationships with families and individuals in the area, offering customized solutions that integrate public and private investment opportunities tailored to their goals. With its client-centric approach, IEQ Capital aims to create lasting value for the community it serves.
Founded in 2019, IEQ Capital was established by a team of advisors and entrepreneurs dedicated to redefining wealth management. By combining personalized service with access to institutional-grade investment opportunities, IEQ aims to deliver a high-touch advisory experience that prioritizes client needs. With the addition of the Lafayette office, IEQ continues to expand its mission of striving to provide innovative financial solutions to high-net-worth clients across the country.