Over $3 Billion in Assets
Under Expert Management.
Driven by Enduring
Broad Product and
and Unique Platform
Exceptional Reputation and
Superior Client Service
Value-Added Relationships at
Every Step of the Client Journey
We offer a consistent, enduring approach to our client relationships, with a strategy determined wholly by your unique goals and risk preferences. We are that steady partner, that "Family CFO" you can trust to deftly and securely manage all aspect of your finances and future.
Risk & Asset
Determine the proper risk and return criteria for your individual financial goals and consistently revisit, reassess, and recalibrate your risk profile and strategy changing life circumstances.Book Consultation
Select the optimal money manager for your goals, emphasizing tax efficiency of the investment portfolio. We will continually rebalance your investments and aggregate your entire portfolio in one site.Book Consultation
Comprehensive set up of income in retirement to match needs and timing of each client, including social security/pension review, calculation of spending needs, and tax-efficiency analysis.Book Consultation
Review of your current assets and investment allocations, beneficiary designation, estate plan, and trust to maximize your family's future wealth and security.Book Consultation
Providing sage guidance to clients, informed by our varied expertise and enabled by ready access to capital markets. With a full host of investment banking services, we guide clients through the entire business life cycle — from market evaluations and strategy consulting to providing unrivaled access to capital markets.Book Consultation
While Pre-IPO investments offer unique upside, the complexity and exclusivity of gaining access to these opportunities demands careful guidance from an investment advisor with research capabilities and resources needed to invest in the pre-IPO stage, which most individual investors are not able to do.Book Consultation
Veteran Experts. Varied Expertise.
At World Equity Group , we're involved in every aspect of our clients' financial lives, not just those we administer on a daily basis. Whether they're considering refinancing a home or need a referral for a good CPA or attorney, they call us. One of us is always here with answers and advice. We're highly accessible and responsive, regularly hosting gatherings and seminars to further inform and interface with our clients.
Our independence is our
defining competitive advantage.
Most advisors choose from a list of products their broker-dealer has selected for them. As a fully-independent firm, we have no proprietary products, and we don't benefit from choosing one product over another. Thus, we have the unique advantage and liberty to find whatever we need in the marketplace and position clients where they'll be treated best.
Your goals and risk preferences determine how we proceed. We analyze individual situations and recommend a comprehensive plan that can help increase and preserve income while seeking to protect it against down markets.
Richard Babjak - President & Owner, ChFC, CLU, CFS, MBA, RFC
As Co-Founder and President of World Equity Group, Richard Babjak executes strategic and business objectives, including marketing, finance, and management.
Check the background of this investment professional on FINRA BrokerCheck
Unrivaled Industry Experience
With our varied experience in business administration, portfolio design, corporate and estate law, life insurance, and more -- our team can provide expert advice on any and all matters.
Insulated from Market Volatility
As you progress through life, you don't have time to recoup from a major downturn, so tactical risk management is essential. We dutifully protect your assets on the downside to minimize risk.
Longevity of Client Relationships
With an average age below that of other firms, yet a wealth of experience, you can trust our advisors to still be by your side decades from now as you enter retirement and eventually pass your estate to those you love.
With over 180 high-net-worth financial experts, we've helped countlessclients across the nation optimize their financial strategy and security.
Advent Media Group
" World Equity Group knows that trust-worthy, long-term investor/advisor relationships -- not snap product sales ---- are crucial to the success of the firm, their portfolio, and their clients.
Kiplinger's Personal Finance
“As an independent firm not confined by
products truly best for clients and the tools most effective for their advisors."
"Babjak's formula clearly works, with thefirm consistently averaging 20% top-line growth annually since its inception."
WEG's experts bring to the table a wealth
portfolio design, law, insurance, + more."