Sarah M. Lewis
Principal
Aequitas Wealth Management
ASSETS UNDER MANAGEMENT: $110 million
After nearly 25 years in the financial services industry holding senior positions with top firms in New York, Paris, Oslo and Amsterdam, an idea took form that there must be a better way to deliver independent, objective and highly personalized advice to investors and their families. Returning to the U.S. from France in 2006, Sarah Lewis took the pulse of where investors were underserved and created a business plan that gave birth to Aequitas Wealth Management.
The vision was to create a company designed from the bottom up to enhance the health of clients’ overall wealth, not just their investment portfolios. While such concierge style service is typically only available to the private bank elite, Aequitas — a word taken from the Latin meaning equity and fairness — focuses on women who are heads of their household, senior professionals, and business owners who appreciate personal attention.
