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 Money Strategy Is Stuck in 1997

Ari Baum |
Built your wealth by buying great stocks and holding them forever? Respect. But retirement requires a different playbook. Today it’s not just about investments — it’s about income, taxes, and making your money last longer than you do. Your strategy needs to evolve.

Looking Back, Moving Forward

Ari Baum |
In this video, Jonathan shares what’s changed since the transition to Endurance Wealth Partners—both professionally and personally—and how that’s shaping the way he serve clients today.

Our Team

Latest Blog Articles

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Ari Baum |
Categories
Tax Planning
Retirement
Finance
Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed. That's the gap between tax preparation and tax planning. And understanding the difference could change how you think about your money — not just in the spring, but all year long...