A Veteran-Owned Financial Advisor
WealthEQ was founded by a former Navy SEAL with more than a decade in the Teams, including service at SEAL Team 6. The firm is independent, veteran-owned, and built on the operating principles that survived that environment.
Who This Is For
High-net-worth individuals and families who value planning discipline and direct communication — including a substantial cohort from the special operations and veteran-entrepreneur community.
- Senior military retirees with civilian second careers
- Veteran founders approaching or past a liquidity event
- Families who simply prefer working with a veteran-owned firm
What's Included
- The same three service lines available to every client
- Military-specific planning topics addressed inside the wealth plan
- Coordination of military retirement, TSP, and SBP decisions with civilian assets
- Concentrated-position and liquidity-event planning for founders
Why WealthEQ
- Founder-led by a former SEAL Team 6 operator turned CFA and CFP®
- Fixed annual fee, published openly
- Fiduciary at all times
- Navy SEAL Foundation ambassador; supporter of veteran non-profits
From Special Operations to Wealth Strategy
What actually transfers
It would be easy to reduce a special operations background to a marketing line about discipline. The useful version is more specific.
Planning against contingency, not forecast
Operational planning does not assume the plan survives contact. It builds branches for what happens when it does not. Financial planning built the same way is concerned less with projecting a single expected return and more with whether the plan holds under the scenarios that would actually break it — a disability, a business failure, a bad decade of returns arriving in the first decade of retirement.
Fundamentals under stress
Performance under pressure comes from rehearsal, not improvisation. The portfolio equivalent is deciding in advance what you will do in a 30% drawdown, writing it down, and then executing it when the moment arrives — because that is the moment when improvisation is most expensive.
Direct communication
In the Teams, ambiguity in a brief gets people hurt. In advice, ambiguity in a fee disclosure or a risk conversation costs money quietly, over years. We publish our fees and state risk plainly, including when the answer is that we do not know.
The credentials behind the background
A military record is not an investment qualification, and we do not present it as one. Mike Corbett holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and Certified Trust and Fiduciary Advisor (CTFA) designations, an MBA in Finance from Emory University, and a B.S. in Electrical and Computer Engineering from the University of Colorado, with prior experience at Bessemer Trust, Innovest Portfolio Solutions, and GE.
Serving the community
Mike is an Ambassador for the Navy SEAL Foundation and supports numerous other veteran non-profits. Through Arete 6, a separate entity, he also runs tactical leadership experiences for high-performing entrepreneurs alongside former Tier 1 special operations professionals.
Frequently Asked Questions
Is WealthEQ a veteran-owned business?
Yes. WealthEQ, LLC was founded and is owned by Mike Corbett, who served more than ten years as a United States Navy SEAL, including service at SEAL Team 6.
Do you specialize in working with military and veteran clients?
We work with high-net-worth individuals and families generally, and a meaningful portion of our client base comes from the special operations, veteran, and veteran-entrepreneur community. Our minimums apply regardless of background.
Do you advise on military retirement, TSP, or SBP decisions?
For clients who meet our minimums, military-specific planning topics such as Thrift Savings Plan positioning, Survivor Benefit Plan elections, and the interaction of military retirement with civilian compensation are addressed within the integrated wealth plan at no additional cost.
What does veteran ownership actually change about the advice?
Nothing about the fiduciary standard, which applies to every registered investment advisor. What it changes is the operating culture: planning discipline, contingency thinking, and a bias toward transparency about risk.