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.
Tell us a little more about your investment objectives and level of comfort with risk.
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Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Process-driven, our disciplined investment process results in a portfolio specifically designed to meet your financial objectives. Learn More
We will analyze existing or needed coverage to protect your family or business’s years of investing and hard work. Learn more
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
Our disciplined, experienced team will help you identify and prioritize your objectives, creating a personalized plan. Learn more
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
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
…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.™
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 are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
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.
Equanimity Wealth Management’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Published by Scott Danek
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Being eligible to use Senior Citizen discounts is like a rite of passage in life. It says, ‘You’ve made it!’ Be proud of your age and take your Senior Citizen discount at McDonald’s for coffee, get cheaper movie tickets and even ask for savings from many cell phone companies. And now the US government has joined the list of organizations offering a Senior Citizen Discount for taxes. What? Really, you say? Yup, it’s true!
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