• We build
    true wealth

    Our passion is to uncover what is truly important to you.

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  • Equanimity (n.)

    e·qua·nim·i·ty \ˌē-kwə-ˈni-mə-tē,\mental calmness, composure, and evenness of temper, especially in a difficult situation.

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  • Providing quality service

    and proactive advice since 1992.

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Discover the right investment strategy for you.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Process-driven, our disciplined investment process results in a portfolio specifically designed to meet your financial objectives. Learn More

Risk Management

We will analyze existing or needed coverage to protect your family or business’s years of investing and hard work. Learn more

Tax Planning

Proactive ideas as a result of a coordinated approach among professionals is just one example of how our clients benefit by our consideration of tax implications of their wealth plans. Learn more

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Wealth Planning

Our disciplined, experienced team will help you identify and prioritize your objectives, creating a personalized plan. Learn more

Estate Planning

Our estate planning team is here to help you. Without an up-to-date estate plan, your life’s work may not pass to your heirs and desired charities in an efficient and effective manner. Learn more

Qualified Plan

Our seasoned team is prepared to help you reduce your qualified plan’s fiduciary risks, while educating your employees with strategies on preparing for retirement. Learn more

Personalized Wealth Management

…find yours™

Equanimity Wealth Management’s mission is to gain a complete understanding of our clients’ dreams, aspirations, and time frames. It allows us to say: “This is what WE would do if we were YOU, based on our research, experience, and resources.” As one of the most experienced wealth management firms in East Lansing, Michigan, we have been serving affluent families, business owners, executives, and institutions for over 20 years. Our team is dedicated to providing the highest level of service for our local and national clients in financial planning, investment management, and qualified plan consulting. Contact us today and let Equanimity Wealth Management help you on your unique journey as you …find yours.™

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Location

Equanimity Wealth Management is headquartered in East Lansing, Michigan with access to resources across the country. Contact us today to speak with a wealth advisor or financial professional.

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Insights

Equanimity Wealth Management’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

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Market Commentary
Weekly Market Commentary: July 25, 2016

Equities continued moving higher this week and posted new all-time highs for the second week in a row. Both the Dow Jones Industrial Average and the S&P 500 eked out record levels by gaining just 0.3% and 0.6%, respectively. Read more

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Blog
What You Need to Know About Medicare ...

Published by Ben Goethel

An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases. In households where both spouses are employed, it’s important to analyze the benefits of each spouse’s employer-provided health insurance plans to make sure you’re not paying too much for health insurance. Read more

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Whitepaper
Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

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2016 q3 outlook
Video
2016 3rd Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor. Read more

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Monthly Newsletter
Monthly Investment Review: June 2016

All eyes were on the latter half of the month with the referendum on Britain’s membership and markets were range-bound leading up to the vote. Given all the volatility and uncertainty, it may be surprising that global markets were generally positive for the month. Read more

Estate Planning Infographic
Infographic
Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Read more

US News v2
News
3 Reasons Why Robo-Advisors May Not Be for ...

While robo-advisors may be a fit for certain investors, they’re not for everyone.

Technology has disrupted many industries – newspapers, online travel, movie rentals, taxis and more. Now it is aiming to dramatically change the financial services industry through the emerging use of robo-advisors. Read more

    Blog post
  • Balancing College Funding with Retirement Savings

    Published by Beth Schanou, Director of Wealth and Estate Planning and the Carson Wealth Investment Committee

    Our clients have a wide range of goals when it comes to their finances. One goal many parents share is funding at least a portion of their children’s college education expenses. Read more

    Weekly Market Commentary
  • Weekly Market Commentary: July 18, 2016

    Equity markets continued with broad positive momentum last week as our own domestic indices notched new all-time highs. Both the S&P 500 and the NASDAQ Composite were up just under 1.5% while the Dow Jones Industrial Average led the way, posting a 2% return for the week. Read more

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