As an independent firm, Equanimity Wealth Management acts as a client advocate in the marketplace, ensuring all recommendations are from the perspective of ‘what would we do if we were the client’. We began in the business in 1992, doing comprehensive financial planning prior to making any investment recommendations to ensure client objectives remain the centerpiece of all recommendations.
Providing Holistic Wealth Management Services
As your most trusted financial advisor, it’s important that we offer you a comprehensive plan to help you pursue your financial goals and objectives. You trust us to provide a blueprint that will take you in the right direction. We’ll continually monitor and evaluate your financial plan and communicate with you in a transparent way, so you’ll know your plan is always up-to-date. Finally, we hold ourselves accountable to helping you take the necessary steps in following your financial plan.
By providing holistic financial planning services, you can be confident that your financial needs are accounted for at Equanimity Wealth Management.
Wealth Management
We will work tirelessly to help you …find yours. That may mean traveling, pursuing a hobby or second career, immersing yourself in your church or favorite charity, or spending time with your family and friends.
This requires managing your wealth in an ever-changing economic landscape and developing a financial plan that is client-centric, objective-focused, and updated regularly as circumstances change.
Have our disciplined, experience team put our decades of planning experience to work for you so you can focus living your life as you see fit, and …find yours.
Portfolio Management
Process-driven, our disciplined investment process results in a portfolio specifically designed to meet your financial objectives. Learn more
Financial Planning
Our disciplined, experienced team will help you identify and prioritize your objectives, creating a personalized plan. 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
Estate Planning
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
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
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