Balance Wealth
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.
0
Client Reviews
0.6% to 1%
Percentage of Assets (AUM)
$0
Minimum Annual Income
$0
Minimum Investible Assets
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
30-50 year old high earners and business owners who want a heavy focus on financial planning and tax planning
Clients who wouldNOTbe a good fit
Individuals looking for a cookie cutter approach to investing
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.6% to 1%
One-Time Financial Planning Fee
$2,500 to $10,000
Subscription
$199 to $1,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
About Balance Wealth
We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Anthony Syracuse, CFP®
5 Client Reviews
"Personalized approach. Comfortable and approachable working relationship.
Responsive and timely."
Responsive and timely."
Calculated Wealth
Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan.
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
