Balanced Wealth Group - Matt Gottshall, CFP®, ECA
No reviews yet · Serves Nationwide · Specializes in Business Executives, Equity Compensation, HENRYs (High Earners, Not Rich Yet)
To empower professionals and executives with complex benefits ages 30-50, looking for a "One Stop Shop", Align their Resources with their Values
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Management
- Charitable Giving
- Debt Management
- Education Planning
- Equity Compensation
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Stock Option Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- Flat Fee — $6,000 one-time
- AUM-Based Fee — 1%–2% of AUM