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

My Boston Marathon Goal: Did I Make It?

Ari Baum |
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

How to not 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

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

Our Team

Latest Blog Articles

5 Damaging Myths About Money Talks & the Facts Behind Them

Ari Baum |
Categories
Investments
Finance
Lifestyle
Savings
Family
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...

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Ari Baum |
Categories
Investments
Tax Planning
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...
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How to Reprogram & Improve Your Money Mindset

Ari Baum |
Categories
Finance
Investments
Savings
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general. 1 With that, understanding your money mindset can start to highlight where it may be...