The Social Equity Group







Who we are


We work as a team at the Social Equity Group, making sure your needs are met every step of the way.

Duncan Meaney
Duncan Meaney, is President
and a Registered Investment
Advisor Representative of SEG
and a Registered Principal of FWG.
He is an expert in low income housing
programs and tax credits. Email
Ron Freund     
Ron Freund, CFS, is Vice
President and Director of Asset
Allocation for SEG and a registered
representative of FWG.
Ron has extensive experience
working with non-profits, small
businesses and new investors. Email
Ute Scott-Smith Ute Scott-Smith, a fee-based
advisor, as a registered representative of
Financial West Group.
Ute offers financial planning services. Email
Our Mission

Copyright 1997 Social Equity Group (SEG) - SEG is a Registered Investment Advisor.
Registered Representatives of and securities offered through
Financial West Group, member FINRA, SIPC. SEG and FWG are unaffiliated entities.

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