406 Science Drive
"Know the power of women in leadership. She makes a difference."
Photo: Fearless Girl staring down Wall Street's Charging Bull. She is now located in front of the New York Stock Exchange. Quote inscribed on the statue.
Financial Planning is as unique as you are.
Divorce is filled with uncertainty and fear. You don't need to go through this alone, we can go through it with you.
Invest with your conscience via ESG/SRI criteria
Bring peace to your uncertainties and fears. Markets and planning complexities do not need to be mysterious.
Equanimity Wealth Planning and Investing was founded by Carrie Waters Schmidt, a financial planner who is dedicated to giving a voice of reason and expertise to those who need it most.
Equanimity means mental calmness, composure and evenness in temper, especially in difficult situations. That is what we strive to be- your link to levelheadedness when the market may be spinning around you.
At Equanimity we do it differently. We are focused on healing and progress. Many clients come to us with questions they think make them sound dumb, but there is no shame when working with us. We are unbiased and objective. We help clients by providing a new perspective and a clean slate to move forward from.
Our mission is to provide our clients with a comprehensive view of their finances and give clear guidance through the complex financial environment as it pertains to tax, law, and investing. Recognizing and appreciating that all clients are unique and come with different needs and questions, we tailor advice specifically to the client without blanketing or over generalizing.
Since 2004 Equanimity Wealth Planning and Investing has been providing investment services to professionals with complex situations, high income earners and who are goal-oriented forward-looking planners. We specialize in working with investors interested in investing with their conscience, financial planning for those of the LGBTQ+ community and those who are going through divorce.
Watch a recording of Estate and Financial Planning for Families with Special Needs presented by Family Support and Resource Center, Carrie Waters Schmidt and Attorney Dera Johnsen-Tracy. This presentation covers:
Personalized Financial Services
Financial services, tailored to you.