# WealthEQ

> WealthEQ is an independent, veteran-owned Registered Investment Advisor (RIA) based in Denver, Colorado, providing private wealth management, investment advisory, and family office services to high-net-worth individuals, families, and family offices.

## Founder

Mike Corbett, CFA, CFP®, CTFA, MBA
- Former U.S. Navy SEAL (10+ years, including service at SEAL Team 6)
- MBA from Emory University (Finance concentration)
- B.S. in Electrical and Computer Engineering, University of Colorado
- Prior experience: Bessemer Trust (Senior Wealth Advisor), Innovest Portfolio Solutions (Investment Consultant), GE (Business Development Manager)
- Ambassador for the Navy SEAL Foundation
- Contact: mike@wealth-eq.com

## Core Principles

- Veteran-owned, independent RIA
- Fiduciary — always
- Flat fee model (not AUM-based percentage that grows with your portfolio)
- "My word is my bond"

## Services

### Personal CFO ($1M investable minimum)
Integrated wealth planning, goals-based investing, tax and fee efficient portfolios, private market access, real-time reporting, and digital onboarding.

### Outsourced CIO ($20M investable minimum)
Holistic net worth view, discretionary and non-discretionary investment advisory, manager analysis and comparison, family office reporting, private market access, and secure document vault.

### Captive Insurance Investment Management ($1M portfolio minimum)
Custom portfolios for captive insurance companies, liability-driven investment approach, tax and fee efficient investing, real-time reporting, and advisor collaboration.

## Fee Structure

All services use a flat fee model:
- Fee calculated as a percentage of starting asset values (not growing balances)
- Tiered lower for higher balances
- Personal CFO: built-in discount incentives over time; no additional cost for wealth planning
- Outsourced CIO: fee steps down each year over the first three years; up to $5,000 rebate for annual all-advisor meeting costs
- Captives: fee adjusts only for premium additions, not return growth

## Ecosystem

WealthEQ operates alongside two related entities:

### 2SIX Partners (www.2six.com)
Multi-Family Office platform. Establishes a dedicated Single Family Office for each family with the infrastructure, resources, and economies of scale of a multi-family office. Includes family governance framework, family capital framework, consolidated reporting, and advisor coordination.

### Arete 6 (www.arete6.com)
Tactical leadership experiences for high-performing entrepreneurs and business leaders. Led by Tier 1 Special Operations professionals. Programs include combat shooting, long-range precision, and tactical skills training.

## Location

Denver, Colorado, USA

## Links

- Website: https://www.wealth-eq.com
- LinkedIn: https://www.linkedin.com/company/wealtheq/
- Client Portal Login: https://login.bdreporting.com/Auth/WealthEQ/SignIn
- Financial Plan Login: https://www.moneyguidepro.com/ifa/Guests.aspx?gst=34D609D01FB9CB88605FC2E1C1838081A9CBD862AB02909F6C5E7CCDA5274CFC
- Legal Documents (ADV Part 2A & 2B, Code of Ethics, Privacy Policy): https://wealtheq.sharefile.com/d-sbfe42124fd394de2a0eec3eb4411ea68

## Regulatory

Investment Advisory Services offered through WealthEQ, LLC. A Registered Investment Advisor.