EQUIPOISE Wealth Management, Inc. recognizes that financial planning is a dynamic process — sensitive to evolving client circumstances and ever changing economic conditions. We work closely with clients to understand and prioritize their goals in order to design an investment strategy that integrates various, often conflicting objectives.
Our investment selections may include mutual funds, common stocks, corporate, government or municipal bonds, and cash equivalents. We may also identify annuity, insurance or real estate alternatives. We don’t believe in market timing; typically our clients are fully invested in good times and bad.