Alex Barragan, Client Service Associate College students have steep learning curves. In high school, they were tasked with doing well academically, participating in extracurricular activities, complying with the rules of their parents’ homes and, possibly, having a job. At college, they must decide what to study, how many credits to take, and other important decisions, while adapting to a new environment and learning to manage time, communicate with professors and administrators, network with peers, and manage finances.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 Partners
Carson 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
Market Commentary: Higher-Than-Expected Inflation Rates Cause Consumer ...The Federal Reserve raised its inflation forecast 1.0% for this year to 3.4% and indicated inflation will stay near its target of 2.0% in coming years. Based on a more rapid recovery and higher-than-expected inflation in recent months, Fed officials estimate the Fed will raise interest rates twice in 2023. The moves also suggest the Fed will start reducing its bond-buying program this year rather than in 2022.
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Monthly Newsletter
How Financial Scams Work, and How to ...Editor’s Note: This article was updated in June 2021. In the late 1920s, an enterprising Bostonian started selling subdivisions in the sunny ‘burbs of Florida. Promising orange trees in the backyard and rolling waves out the front door, he sold plots – sometimes 23 an acre! – near bustling towns like Nettie. Unfortunately, the entrepreneur’s name was Charles Ponzi, and Nettie, like his other locales, was a work of lucrative fiction.
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Video
Why You Might Need to Update Your ...Watch this webinar hosted by Carson’s Vice President of Trust Services, Sarah Duey, to learn more about why you might need to update your estate plan.. Click Here to Watch the Webinar
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Blog
Life Insurance Strategies for Business OwnersEntrepreneur and political figure Andrew Yang drew an important analogy between parenting and owning a business: “If you knew what it entailed you might not get started. But you’re glad you did.” Like parenting, owning a business involves sleepless nights, cold meals and an unbelievable amount of energy, but it’s also an enriching journey and makes life worth the trip.
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Weekly Market Commentary
- Market Commentary: One-year Inflation Rate Accelerates and Job Openings Hit All-Time High
U.S. consumer prices continued to go up faster than normal. The Consumer Price Index (CPI) jumped 0.6% last month and has now increased 5.0% over last year (Figure 1). Used car and truck prices rose 7.3% last month and are 29.7% higher over the last year. New car prices increased 1.6%, and airline fares surged 7.0%.Read more
