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Effective Game Plan

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Advice in Common Language

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Straightforward Fees

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Download one of our free guides.

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Get more Insights

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FORBES TOP-RANKED TEAM

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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.

[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_tta_accordion style=”flat” shape=”square” spacing=”15″ gap=”10″ active_section=”0″ collapsible_all=”true” css=”.vc_custom_1490205206182{margin-right: 0px !important;margin-left: 0px !important;}”][vc_tta_section title=”What are you going to do with my money?” tab_id=”1490199387871-b84c6dff-dc37″][vc_column_text]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.[/vc_column_text][/vc_tta_section][vc_tta_section title=”Can you handle the complexity of my situation?” tab_id=”1490199387978-9111ba9c-b475″][vc_column_text]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.[/vc_column_text][/vc_tta_section][vc_tta_section title=”How can you make my life easier?” tab_id=”1490200582517-1044376e-c0bd”][vc_column_text]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.[/vc_column_text][/vc_tta_section][/vc_tta_accordion][/vc_column][/vc_row][vc_row][vc_column el_id=”survey-section”][vc_empty_space height=”30″][vc_column_text]

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

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By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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Next
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How to get started.

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1. Schedule an appointment

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2. Meet with us for a custom listening session

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3. Get your personalized strategy

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Schedule an appointment     Watch video

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Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

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    First Name*

    Last Name*

    Email*

    Phone Number*

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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

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    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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    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

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    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.™

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    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.

    Read more

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    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.

    Read more

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    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.

    Read more

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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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    Blog
    Trends to Watch Out for in Q1 2022

    We’re in a pretty interesting juncture in the markets. As we kick off the third year of the COVID-19 pandemic, the omicron variant is spreading across the country.

    Read More
    Market Commentary
    Market Commentary: Housing, Equity Markets Decline with ...

    Equity markets have given back some of last year’s gains. Higher interest rates appear to be the major cause. As the Federal Reserve prepares for its first meeting of the year, investors have raised the odds of four interest rate hikes to approximately 70% from less than 30% one month ago (Figure 1). Fed Chair Jerome Powell’s press conference after the meeting will likely be scrutinized for further guidance concerning interest rates.

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    Video
    Quarterly Market Outlook Highlights: Q1 2022

    Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

    Read More
    Tax-Loss Harvesting
    Monthly Newsletter
    Any Time is Tax-Loss Harvesting Time

    Published by Kevin Oleszewski As the end of the year approaches, we start to think more and more about our tax picture. What boxes can we check to reduce our taxable income? Tax-loss harvesting is one such approach. A tax-efficient way to rebalance your portfolio, tax-loss harvesting can help you offset earnings and get back to your target allocation. Tax-loss harvesting is traditionally thought of as an end-of-year event, because it can help you minimize your tax bill.

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    Blog post

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    Weekly Market Commentary

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