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
Strategic Wealth Manager Selection
We facilitate partnerships with premier wealth management firms, ensuring:
- 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.