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EquiWealth

About Us

Built for the families Wall Street forgot.

EquiWealth Capital exists to bring institutional-grade financial strategy to everyday American families who have done the hard work of building assets.

Vision

A future where every responsible family has access to the tools that the wealthy have long taken for granted.

Mission

Empower middle-market America to unlock the hidden potential in their balance sheet — safely, transparently, and on their terms.

Values

Integrity. Stewardship. Simplicity. Long-term partnership. We win when our clients' families win.

Our Goals

Replace complexity with clarity.

  • Deliver predictable, protected income without forcing lifestyle changes.
  • Make sophisticated planning accessible to families — not just institutions.
  • Be the financial partner clients trust across generations.
  • Educate first; transact second.
Two financial advisors meeting and shaking hands

How We're Different

We don't sell products. We build structures.

Strategy, not product

Our EQUIFY framework is engineered around your existing balance sheet — not the other way around.

Built for families

The middle market is our only market. Our advice, language, and pricing reflect that.

Institutional rigor

The same diligence used by large institutions, adapted for households with assets under management of any size.

Leadership

The people behind your family's strategy.

Decades of institutional experience, brought to the kitchen-table conversations that matter most.

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Shannon Scott

Chief Executive Officer

Shannon is a seasoned executive, investor, and strategic advisor with more than two decades of experience scaling businesses from inception to market leadership. He brings deep expertise in capital formation, operational discipline, and institutional relationships — the same playbook he now applies on behalf of EquiWealth families. At EquiWealth Capital, Shannon sets strategic direction, leads our institutional capital partnerships, and ensures every client engagement reflects the rigor families deserve from their wealth.

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Peter Indovina

Chief Operating Officer

Peter oversees financial structuring, risk mitigation, and counterparty execution behind the EQUIFY™ strategy. With more than 20 years across energy, financial services, merchant banking, lending, private equity, debt capital raising, and M&A advisory, he brings institutional-grade discipline to every structure we build for a family — making sure protection and predictability come first.

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Cliff Morgan

Vice President, Client Relationships

Cliff leads how EquiWealth meets the families we serve. With 20 years of progressive experience in business development, client relationships, and wealth management — including family office summits, national media interviews, and published financial planning commentary — he ensures that every conversation starts with listening, and that every family understands exactly how EQUIFY™ works for them.