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

Your Kids Will Inherit More Than Your Money

Ari Baum |
Everybody wants the finish line. Very few people want the training it takes to get there. My son wants to run a marathon because he watched me train. That lesson applies to money too. Your kids are learning from how you save, invest, plan, and respond to challenges — whether you realize it or not. Because they won’t just inherit your wealth. They’ll inherit your behavior.

Choosing the Right Qualified Plan for Your Business

Ari Baum |
Many small business owners and self-employed professionals are told to “just max out” a retirement plan without fully understanding the long-term impact of that decision. Rather than focusing only on this year’s tax bill, this video centers on aligning retirement plans with long-term business and personal goals.

Do you need a Trust & Will?

Ari Baum |
A will is just the starting point. Watch this quick breakdown to understand how a trust—and the right documents—can help protect what matters most.

Our Team

Latest Blog Articles

Business Succession Planning: Built to Last vs. Built to Transfer

Ari Baum |
Categories
Finance
Retirement
Estate Planning
Family
Investments
Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back. Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out. Research suggests it usually doesn't. The Businesses That Quietly Run America Small businesses aren't a side character in the U.S. economy. They make up roughly 99.9% of all businesses in the country and employ nearly half of...

Checking Your Portfolio Isn't the Same as Reviewing It

Ari Baum |
Categories
Investments
Retirement
Tax Planning
Risk Management
Estate Planning
Nearly half of investors check their portfolio at least once a day. 1 Many of them aren't reviewing anything. They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into. That's a different exercise. And the years around retirement are where the difference starts to matter most. The Habit That Isn't Doing What You Think It Is Checking a portfolio...

The Estate Plan That Looks Complete on Paper

Ari Baum |
Categories
Estate Planning
Tax Planning
Real Estate
Property
Family
Retirement
Risk Management
Finance
Investments
Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign. The plan is right there in the drawer. The folder is labeled. The signatures are in place. It just doesn't do what the family thought it would do. That's the version of estate planning that catches people off guard — not the absence of a plan, but the presence of one that quietly stopped working somewhere...