Thank you for visiting Equanimity Wealth Management. We hope your visit is informative and enjoyable.
The word Equanimity reflects our core philosophy: we invest the time it takes to fully understand client objectives, thoroughly analyze their circumstances, leading to recommendations based solely on merit. As we like to say, “What would we do, based on our experience and training, if we were in your shoes?”
Our focus is your unique journey.
Equanimity…… find yours.
We invite you to listen to our Investment Committee’s morning research call. In the midst of market volatility, communicating with you and adhering to our disciplined process is vital. Hear first-hand what our Investment Committee has to say about the market corrections and what it means for investors.
Presenters include: Ron Carson, CFP, ChFC, Chief Investment Strategist; Mark Lookabill, CFP, Co-Chief Investment Strategist; Brett Carson, CFA, Director of Research; Rob Furlong, CFA, Co-Portfolio Manager; Don Hagan, Investment Committee Consultant