Intro to Endurance Wealth Partners

Every journey starts with a single step. Here’s a short video that explains how we will work together, from the very first step through the rest of your life.

01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

Meet Our Team

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

See Our Philosophy

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

See Our Process

Latest Videos

Ari Baum |
What good is wealth if you’re not healthy enough to enjoy it? 💡 Invest in your health today so you can make the most of your tomorrow. At Endurance Wealth Partners, we help you conceive, believe, and achieve a healthy and happy life. 🌟 If you or someone you know needs support, connect with us in the link in the comments. #HealthAndWealth #HealthyLiving #RetirementPlanning #RetirementGoals #EnduranceWealth
Earlier this year, I set my sights on an ambitious goal: breaking the 3-hour mark at the Boston Marathon. 🏃‍♂️💥 Did I cross the finish line in time? Watch the video to discover how the journey unfolded, and what I learned along the way! #BostonMarathon #BigGoals #NeverGiveUp #FinancialSuccess #ConceiveBelieveAchieve #EnduranceWealthPartners #BostonStrong
🗳️ Feeling stressed about the upcoming elections? It can feel like a roller coaster of emotions, especially if you’re getting caught up in the 24-hour news cycle. Don’t get swept up in the frenzy! Here are some reminders about staying focused on long-term goals and avoiding emotional investing. 📈 #ElectionJitters #InvestingWisdom #StayFocused

Our Team

Latest Blog Articles

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups and downs more effectively. Here, we’ll explore why market corrections are normal, how understanding historical trends can offer reassurance, and why sticking with your strategy benefits your financial future. Understanding Market Corrections: How Common Are They? Market corrections—typically defined as a drop of 10% or...
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...