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

a close up of a clock with different colored numbers by Tyler Prahm courtesy of Unsplash.

Seeing scary headlines about the market? Don’t panic!

Jonathan Khalavsky |
We’ve seen this before and markets always recover. With the right plan, you can too. Watch this video to learn more about how we can help. And if you or someone you know could use a calm voice in the chaos, connect with me in the link in the comments. #FinancialAdvice #StayCalm #MarketVolatility #EnduranceWealthPartners #FinancialPlanning

A Message of Gratitude and Growth

Ari Baum |
🎉 As we wrap up the year, we’re reflecting on the milestones and challenges we’ve faced together. From celebrating family moments to navigating hurdles and embracing new changes, it’s been a year full of growth and transformation. 🌟✨ Check out this video for a look back and a peek at what’s to come in 2025! #YearInReview #Gratitude #LookingAhead #FinancialJourney

Holiday Message 2024

Jonathan Khalavsky |
The holidays are a wonderful time to slow down and appreciate the traditions that bring us joy. For me, it’s about family gatherings. From apple picking in October to my family’s big New Year party. I’d love to hear about the traditions that make YOUR holiday special, too! I’d love the chance to help make this season even more meaningful for you and your loved ones. Thank you for trusting me and joining me here at Endurance Wealth Partners. Wishing you happiness, health, and success in the coming year!

Our Team

Latest Blog Articles

Planning for the Future: Essential Steps to Secure Your Retirement

Ari Baum |
Categories
Retirement
Savings
Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common. 1, 2 Many people today believe they’ll need at least $1.5 million saved to retire comfortably. 3 But is that number right for you? The real “magic number” varies widely depending on your current savings, future goals, and lifestyle plans. A clearer picture of retirement readiness...
woman in blue long sleeve shirt sitting beside woman in black long sleeve shirt by airfocus courtesy of Unsplash.

How Hindsight Bias Hurts Investors

Ari Baum |
Categories
Investments
How many of your financial choices are based purely on logic? It could be fewer than you think. That’s because most of us make money decisions with our emotions in play. 1 With that, certain biases can follow. When they do, those biases can lead even the smartest, best-intentioned investors astray. Here’s how to recognize three common biases - hindsight bias, fear of missing out (FOMO), and survivorship bias - and avoid their traps. The...
man in white crew neck t-shirt sitting on chair in front of table with food by leah hetteberg courtesy of Unsplash.

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Ari Baum |
Categories
Retirement
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding when to retire. Whether or not we realize it, we’re also considering our emotions and what we imagine for the future — we compare how we feel in our current circumstances to how we expect to feel in our anticipated retirement. 1 With that, we tend to overestimate our future emotions, thinking...