Balance Wealth
No reviews yet · Serves Nationwide · Specializes in Business Owners/Entrepreneurs, Equity Compensation, HENRYs (High Earners, Not Rich Yet)
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Charitable Giving
- Debt Management
- Education Planning
- Equity Compensation
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Real Estate Advisory
Pricing
- Flat Fee — $99–$1,000 one-time
- Subscription — $199–$1,000 monthly
- Monthly Retainer — $99–$1,000 monthly
- One-Time Planning Fee — $2,500–$10,000 one-time
- AUM-Based Fee — 1% of AUM