By Jamie Hopkins
Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked. Read more
Advice in Common Language
Straightforward Fees
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At Equanimity Wealth Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Equanimity Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
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
Financial 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.
Carson Group Partners
Carson Group 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.
Our Locations
Equanimity Wealth Management is headquartered in East Lansing, Michigan with access to resources across the country. Contact us today to speak with a financial advisor or financial professional.
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
Market Commentary
Weekly Market Commentary March 18, 2019The S&P 500 rebounded 2.9% after last week’s decline as positive sentiment overcame a number of mildly negative economic reports and continued uncertainty regarding trade. The global MSCI ACWI shed 2.1%. The Bloomberg BarCap Aggregate Bond Index climbed 0.7%. Read more
Monthly Newsletter
Retirement Fund Catch-Up Contributions: An Ace Up ...For many of us, retirement planning is a persistent boogie man in the back of our minds. The statistics on people’s lack of retirement preparation are staggering, and the official retirement age seems to increase by the minute. Life expectancy is getting longer, and resources seem to be getting scarcer. Any hand that savers and wage-earners play at this point in life seems like a bet against the house, sure to lose. Read more
Blog
Tax Cuts and Jobs Act Changed Things ...The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years. However, the impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A. Read more
Video
Q1 2019 Quarterly Market UpdateCarson Group Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in 2019. Contact us to speak with a financial advisor.
Read more
News
Wall Street managers have cost Americans more ...Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more
Infographic
Divorce PlanningDivorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more
Weekly Market Commentary
- Weekly Market Commentary March 11, 2019
The S&P 500 finally experienced a meaningful decline after posting gains nearly every week this year. The index dropped 2.2% last week. Read more
