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Wednesday, August 20, 2008
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Section: About Us
-> Our Mission Statement
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Our Mission Statement
It is the mission of EQUIPOISE
Wealth Management, Inc. to enable financial security for individuals
and businesses by providing fairly priced expert advice that is
designed to meet the unique needs of each client.
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Enriching |
We are dedicated to enriching the lives of our clients through
customized financial plans that incorporate prudent investment
strategies, thoughtful tax law application, and reasonable cash
management tactics.
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Providing |
We are dedicated to providing our employees a comfortable,
supportive, fun work environment.
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Expanding |
We are dedicated to expanding the financial planning profession
through consumer education, internships, and leadership in trade
associations.
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Strengthening |
We are dedicated to strengthening our local community through
volunteerism and monetary contributions.
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Our job is to help clients enjoy life. Our value is reflected in our
clients' success in meeting their goals, assisted by our knowledge and skills.
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Copyright 2004, Equipoise Wealth Management, Inc.
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