Equanimity Wealth Planning and Investing

Equanimity Wealth Planning and Investing For full disclosures, go to our website at EquanimityWealth.com. For full disclosures please visit our website www.EquanimityWealth.com

Niches: Financial planning for the LGBTQ+ community, recent divorcees, special needs families, & investors who prefer to invest in socially conscious investments. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

06/17/2026
Empower yourself by normalizing these conversations!
06/16/2026

Empower yourself by normalizing these conversations!

It's not always about how much you save, it's about perseverance, diligence, and time in the market.
06/15/2026

It's not always about how much you save, it's about perseverance, diligence, and time in the market.

A historic event for Wisconsin is coming this Saturday, June 13th - Wisconsin's first Two-Spirit Powwow. This is a great...
06/11/2026

A historic event for Wisconsin is coming this Saturday, June 13th - Wisconsin's first Two-Spirit Powwow. This is a great way to honor, uplift and celebrate two-spirit people.

In mid-June, something unprecedented will happen in Wisconsin. For the first time, Two-Spirit people from across the state will gather on powwow grounds as the center of the circle rather [...]

Does this speak to anyone else, or is it just us?
06/10/2026

Does this speak to anyone else, or is it just us?

06/09/2026

Watch this bodeo to find out how to get to our office in Fitchburg!

Navigating disability can feel overwhelming, but understanding the financial tools available can make the path forward f...
06/08/2026

Navigating disability can feel overwhelming, but understanding the financial tools available can make the path forward far more manageable. In this post I talk about income protection, government benefits, specialized tax rules, retirement provisions, and insurance features, that all exist to preserve stability during a challenging time.

Read the blog post here: https://www.equanimitywealth.com/blog/disability-financial-security-key-benefits-you-need-to-understand-now

Listen to the podcast here: https://open.spotify.com/episode/3LPIFmJCtECmLsAiDMxmxc?si=OIRegPQjTJi4FmAvY5NRQg

Success isn’t random — it’s built.Our careful planning aligns your habits, resources, and long term goals so you can mov...
06/05/2026

Success isn’t random — it’s built.
Our careful planning aligns your habits, resources, and long term goals so you can move forward with purpose.

It’s like giving you a key to your future.

Dannea's 8 year anniversary is today!! HAPPY WORKIVERSARY Dannea!!
06/04/2026

Dannea's 8 year anniversary is today!! HAPPY WORKIVERSARY Dannea!!

06/02/2026

Many thanks to Osaic's Foundation Grants as they have awarded both YogAutism and The Business Forum Foundation with $1,000 grants! The grants were based on Carrie's continuous involvement with these amazing organizations and we are looking forward to seeing the magic that can be made with the proceeds!

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2912 Marketplace Drive Suite 104
Fitchburg, WI
53719

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