Investment Advisory Services

Comprehensive Wealth Management Solutions

At Balanced Wealth Strategies, LLC, we offer sophisticated advisory services designed specifically for high-net-worth individuals seeking comprehensive wealth management solutions.

Investment Portfolio Review & Analysis

Our thorough portfolio analysis process includes:

  • Comprehensive evaluation of current investment allocations
  • Risk exposure assessment
  • Performance analysis against relevant benchmarks
  • Tax-efficiency review
  • Fee structure analysis
Serviced

Strategic Wealth Manager Selection

We facilitate partnerships with premier wealth management firms, ensuring:

Click to Learn More:
PEO Company
  • Access to institutional-grade investment solutions
  • Customized portfolio construction
  • Professional portfolio management
  • Comprehensive reporting and monitoring

Financial Planning Services

Retirement Planning

  • Long-term income sustainability analysis
  • Distribution strategy optimization
  • Social Security maximization strategies
  • Required Minimum Distribution planning

Estate Planning Review

  • Coordination with estate planning professionals
  • Trust document review
  • Beneficiary designation optimization
  • Legacy planning strategies

Ongoing Portfolio Monitoring

  • Regular portfolio reviews (monthly, quarterly or annually based on preference)
  • Performance reporting and benchmark comparison
  • Strategic reallocation recommendations
  • Risk assessment updates

Our Fee Structure

We believe in complete transparency regarding compensation:

  • No direct fees charged to clients
  • All-inclusive annual fee charged by wealth managers
  • Competitive fee structures
  • No additional transaction costs or hidden fees

Note: Specific investment recommendations are made exclusively by selected wealth managers. Balanced Wealth Strategies, LLC provides oversight and strategic guidance while maintaining focus on your overall financial objectives.


Important Regulatory Disclosure: Balanced Wealth Strategies, LLC is a registered investment advisor. This is not an offer to sell securities or the solicitation of an offer to purchase securities. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please see our Disclosures for Form ADV Part 2A and 2B for complete details about our services, fees and professional background.

Scroll to Top