Our Mission Statement

It is the mission of EQUIPOISE Wealth Management, Inc. to enable financial security for individuals and small businesses by providing fairly priced expert advice that is designed to meet the unique needs of each client. In support of this mission, EQUIPOISE provides Financial Planning, Investment Management, and Tax Preparation services.

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.