Who We Are & What We Do

Background

David Halpern founded Equity Concepts North LLC in 2001, and associated with Equity Concepts in the same year based upon the belief that there is power in bringing many minds and varied expertise together to foster our clients’ economic plans and goals. Mr. Halpern’s legal background, having represented many business entities, developing business succession plans, and creating estate plans, provides a strong foundation for the process we utilize to today. Shortly thereafter he was joined by James E. Ellis, who brings extensive experience in the investment world and the knowledge base that comes with a BS degree in economics.

At Equity Concepts North, wealth management is more than just picking investments and retirement planning. Our family office services help clients strategically integrate and coordinate all parts of their financial lives from risk management and financial planning, to asset management, tax planning and estate planning. This comprehensive approach is designed to ensure that each of these distinct and important areas of the financial spectrum has been evaluated and managed together to give the client a greater sense of control. It is the active and ongoing supervision of this process that will ultimately define our client’s true financial success.

David Halpern, JD, AIF®

Managing Partner

James E. Ellis

Wealth Manager

David Neumann

Wealth Manager

Anita Ickes

Relationship Manager