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

Ready to embrace AI?

Ari Baum |
🤖 Curious what all the buzz is about with AI? It's reshaping society, offering transformative potential, and helping us serve you better. But like training for a marathon, embracing AI demands dedication and understanding. Here’s how we can embark on this journey together! 🏃‍♂️💼 #AIInnovation #EmbraceTheFuture #InvestingEvolution

A new chapter for Endurance Wealth Partners

Ari Baum |
Discover a new hidden gem with Endurance Wealth Partners! For years, we've called Manhattan home, but now we're expanding to Brooklyn's vibrant Industry City. It’s where you can meet our newest advisor, Jonathan Khalavsky, and join us as we merge work, family, and health in an exciting new chapter. Check out the video on our new space. ✨ #EnduranceWealth #BrooklynExpansion #NewBeginnings

Aging at Home

Ari Baum |
Are you envisioning your golden years spent in the comfort of your own home? It's never too early to start planning to make that vision a reality. In this video, we'll guide you through the steps you can take now to ensure you can stay in your own home for as long as possible. From practical tips to strategic planning, we've got you covered. Watch now and start preparing for a future of comfort and independence.

Our Team

Latest Blog Articles

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Don’t get caught up in the election year frenzy

Ari Baum |
🗳️ 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
silhouette of two person sitting on chair near tree by Harli Marten courtesy of Unsplash.

A Guide to Pensions & Retirement Benefits

Ari Baum |
Categories
Retirement
Investments
Tax Planning
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits. 1 That may not seem like a big deal, but it can give rise to all sorts of landmines in the future, possibly derailing your retirement plans and goals. It could also impact your quality of...

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Ari Baum |
Categories
Finance
Lifestyle
Estate Planning
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...