THE SOFT SKILLS TO MOVE HARD MONEY

Wealth is
Your Greatest
Expression

EQ of Wealth® is a data-backed coaching methodology designed to help wealth owners build the emotional intelligence to move capital with confidence, deepen relationships, and create a lasting legacy.

EXPLORE THE WORK

TWO TYPES OF WEALTH INTELLIGENCE

IQ vs EQ of Wealth

TYPE ONE

Wealth IQ

Traditional financial, philanthropic, and investment literacy. The knowledge of structures, vehicles, and strategies — estate plans, donor-advised funds, asset allocation, impact portfolios. Most wealth education stops here.

FINANCIAL LITERACY

TYPE TWO

Wealth EQ

How wealth shapes your emotions, relationships, and actions. It's the Wealth EQ that gets in the way of financial decisions — the hesitation before a conversation, the inertia around a decision, the family tension that stalls a gift.

EMOTIONAL LITERACY

EQ of Wealth Fills a Major Gap

The EQ of Wealth gets to the root of what holds wealth-owning women and families back from taking action around their wealth — the soft skills to move hard money. Private wealth management and financial services have long excelled at the IQ side. But there is a massive gap in education and support for the emotional and relational side of wealth. That gap is where wealth stalls. And it's exactly where the EQ of Wealth coaching fills.

MEET THE FOUNDER

A woman with long wavy light brown hair, wearing a mustard yellow jacket, gold earrings, and a green pendant necklace, smiling at the camera in front of a white brick wall.

Wendy
Wecksell

Advisor, Coach, 
& Creator, 
EQ of Wealth

Wendy Wecksell is the creator of The EQ of Wealth and the only person who teaches this methodology. An impact-driven leader and relationship expert with nearly 20 years of experience, she has worked alongside Oscar-winning icons, world leaders, visionary founders, and audacious philanthropists.

As a 21/64 Certified Advisor with Level 3 training in Gottman Method Couples Therapy, Wendy brings a rare combination of lived experience and relational depth to address the root causes that hold wealth-owners back from moving capital.

Trusted Partners Include:
Morgan Stanley · Deutsche Bank Wealth Management · Milken Institute Strategic Philanthropy · Family Office Access · The Beam Network · The Dea Network · NEXUS · Impax Asset Management · IIC Capital

“I created the EQ of Wealth because the training I needed didn’t exist. So I built it.”

— Wendy Wecksell, Founder, EQ of Wealth®

THE COACHING METHODOLOGY

6 Key Areas of EQ of Wealth

What gets measured gets transformed. Our proprietary EQ of Wealth assessment establishes your baseline and a personalized roadmap — making once-intangible skills measurable and actionable.

01

Trust & Relationships

Assesses your understanding of the knowledge and actions that lead to long-lasting and positive relationships.

02

Resilience & Regulation

Reflects your skills in emotional regulation, self-awareness, and sustaining healthy habits that support resilience and well-being.

03

Confidence & Action

Examines your relationship with money and your comfort in managing, deploying, donating, and investing capital.

04

Commitment & Impact

Examines your dedication to taking action to use your wealth for a greater purpose.

05

Collaboration & Community

Explores how you use your position to influence your family & peers to make large financial decisions — together.

06

Voice & Story

Explores your comfort in sharing your wealth situation with peers and describing what you care about and why.

“Wealth has the potential to be the greatest expression of who you are and what you value.”

— Wendy Wecksell, Founder, EQ of Wealth®

SERVICES / 2026 OFFERINGS

The Inner Work. The Outer Vision.

Three offerings designed to meet you where you are — whether you're beginning the inner work or ready to bring a bold legacy to life.

SPEAKING

Keynotes &
Workshops

FOR ORGANIZATIONS, FAMILY OFFICES & WEALTH CONFERENCES

Wendy brings The EQ of Wealth methodology to life for audiences at leading wealth management firms, family offices, philanthropic conferences, and impact investing networks. Her sessions are grounded in science, delivered with warmth, and designed to move people — and capital — forward.

Past partners include Deutsche Bank Wealth Management, Milken Institute Strategic Philanthropy, Worth Media, The Dea Network, NEXUS, and Impax Asset Management.

KEYNOTES | HALF-DAY WORKSHOPS | PANEL FACILITATION | RETREAT PROGRAMMING | FAMILY MEETINGS | BOARD MEETINGS

INQUIRE ABOUT SPEAKING

COACHING

EQ of Wealth
Coaching
The Inner Work

PRIVATE COACHING FOR INDIVIDUALS AND FAMILIES

EQ of Wealth Coaching builds the emotional and relational skills required to take meaningful action around wealth — while maintaining strong, loving relationships. Wealth IQ is financial literacy. Wealth EQ is how wealth shapes emotions, relationships, and actions.

Available as a 6-week introductory experience or a fully bespoke 6–12+ month engagement. Every journey begins with a proprietary EQ of Wealth diagnostic that establishes your baseline and a personalized roadmap for growth.

  • Understand the core EQ of Wealth concepts and your unique baseline

  • Build self-awareness and practical skills across all six dimensions

  • Measurable increase in your EQ of Wealth score over time

  • Improved actions, behaviors, and relationship patterns around wealth

  • Connection to a community of aligned wealth-owner

APPLY FOR COACHING

ACCELERATOR

EQ of Wealth
Accelerator
The Outer Vision

ONE WEALTH OWNER PER YEAR · BY APPLICATION ONLY

The only private program designed for wealth-owners-turned-founders ready to launch an original venture within a year. Working 1:1 with Wendy, you'll move from idea to launch — with expert brand design, curated advisors, and the relational infrastructure to build something that lasts.

Wendy partners with only one wealth owner per year. Fit is everything.

  • Months 1–6: Product Development — 1:1 sessions with Wendy and curated guest advisors on messaging, client experience, and purpose-driven business essentials

  • Months 7–9: Product Launch — expert design partner builds the brand; we launch the business

  • Months 10–12: Advising & Support — Wendy steps into her role as founder, advisor, and coach

EXPRESS INTEREST

Why Weatlth-Owners Trust Wendy

  • SERI RENKIN

    "Wendy is the coach women and families need to lead with confidence through The Great Wealth Transfer."

    SERI RENKIN, OAM
    CO-FOUNDER, THE DEA NETWORK · INVESTOR

  • TANAHA HAIRSTON

    "Wendy Wecksell and EQ of Wealth provide thoughtful, relationship-centered training that helps impact investors and family offices build a legacy that supports their wealth, their families, and their wider community."

    TANAHA HAIRSTON
    IMPACT INVESTOR • FOUNDER, IMPACT INVESTING COMMUNITY (IIC)

  • AMY DORNBUSCH

    "Because of our work together, the road to lift-off for AtlasDaughters has been so supportive and seamless! I highly recommend Wendy and this experience. Wendy was the perfect coach at the perfect time."

    AMY DORNBUSCH
    FOUNDER, ATLASDAUGHTERS · DIRECTOR, MARKS FAMILY FOUNDATION · GENERAL PARTNER, WILLOWTREE VENTURE FUND

  • ERIN SAMUELI

    "Working with Wendy was just the coaching I needed to step into my leadership and impact potential."

    ERIN SAMUELI
    FOUNDER & PRESIDENT, THE HUMBOLDT FOUNDATION

  • NEESHA DAVE

    "EQ of Wealth was a unique coaching experience, and Wendy is exceptional."

    NEESHA DAVE
    DO, PPC
    BOARD-CERTIFIED PHYSICIAN • ENTREPRENEUR & INVESTOR

  • SARAH JOHNSON,

    "EQ of Wealth coaching gave me the confidence to own my voice and the specialized support to start Legacy Forward. This work positively changed my life, and I would recommend Wendy and the EQ of Wealth to any wealth owner looking to leave a legacy with a positive purpose."

    SARAH JOHNSON,
    FOUNDER, LEGACY FORWARD

GET IN TOUCH

Let’s Begin

Whether you're curious about coaching, considering the Accelerator, or interested in bringing Wendy to your organization — reach out to start the conversation.