Resources & Account Access

Client Portal

Access your accounts through our wealth management partners and resources:

Frequently Asked Questions

How does Balanced Wealth Strategies, LLC work with wealth managers? Balanced Wealth Strategies, LLC works as an intermediary by establishing strategic partnerships with premier wealth management firms like UBS Financial Services and Wells Fargo Advisors. They do not directly manage investments — instead, they facilitate connections between clients and these wealth managers while providing ongoing oversight. They conduct due diligence on the managers, monitor service levels, evaluate performance and provide strategic guidance while the actual investment management is handled by the selected wealth management firms.

Recourses Balanced Wealth Strategies LLC
  • What is your fee structure? The fee structure is designed to be transparent with no direct charges to clients from Balanced Wealth Strategies, LLC. Instead, wealth managers charge an annual fee, which is generally all-inclusive with no additional transaction costs or hidden fees. The fees are negotiable and deducted quarterly from client accounts. Balanced Wealth Strategies, LLC receives a portion of the wealth manager’s fee.
  • How often are portfolio reviews conducted? Portfolio reviews are conducted regularly based on client preference, with options for: Monthly reviews, Quarterly reviews and/or Annual reviews. These reviews include performance reporting, benchmark comparisons, strategic reallocation recommendations, and risk assessment updates.
  • What is your investment philosophy? Our investment philosophy centers on four main principles. Wealth Preservation: We prioritize capital preservation as the cornerstone of wealth management. Passive Investment Strategy: We use an evidence-based approach emphasizing ETFs and mutual funds for broad diversification. Risk Management: We focus on sophisticated diversification across assets, geography and sectors. Tax Efficiency: Emphasize tax-efficient investment strategies and implementation. Our approach emphasizes sustainable growth through diversified, risk-managed portfolios rather than aggressive growth strategies.

Investment Resources

Market Insights

  • Quarterly Market Reviews
  • Economic Updates
  • Investment Strategy Perspectives
  • Tax Planning Considerations

Disclosure Documents

Contact Information

Office Hours: Monday – Friday, 9:00 AM – 5:00 PM EST. After-hours appointments available upon request.

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