Balanced Wealth Group - Matt Gottshall, CFP®, ECA
Typically responds within 24 hours
FOUNDING YEAR
2002
NUMBER OF EMPLOYEES
6 - 20 employees
Balanced Wealth Group - Matt Gottshall, CFP®, ECA's Assets Under Management (AUM)
$100M - $500M
BUSINESS AFFILIATION
Independent RIA
FIDUCIARY
Yes
INVESTMENT APPROACH
Passive management
REGISTERED INVESTMENT ADVISER?
Yes
LOCATION
Westlake, Ohio
SUPPORT
Dedicated Staff
Balanced Wealth Group - Matt Gottshall, CFP®, ECA
Our goal is to help you Choose Balance.
Not only balance in life, but also with your resources. Our goal is to help you find life’s purpose, and achieve ultimate happiness by aligning those said resources with your values.
In doing so, we will guide you to create your ideal life, make sure you are protecting all that you have built, and make a lasting difference for your family and community.
Not only balance in life, but also with your resources. Our goal is to help you find life’s purpose, and achieve ultimate happiness by aligning those said resources with your values.
In doing so, we will guide you to create your ideal life, make sure you are protecting all that you have built, and make a lasting difference for your family and community.
Mark Cecchini, CFP®
Advising high performers in tech & business ⬩ Advisor & Director of Wealth Solutions @ Quadrant Capital ⬩ Ethics & Tax @ UCLA ⬩ Tweets ≠ Advice ⬩ Views = Mine
5.0
"For starters @TKopelman @TheJacobTurner @zachmelloh26 @camp_wealth @bryanhasling @matt_gottshall @imericrife @maxpashman @imericrife @Eric_M_Courage @ryanOpulus @FranWalsh73 @T_Gatzemeier among dozens of others who I forgot"
Disclosure:This post was publicly shared on social media. It is not a verified client review, nor is it an endorsement by Sam’s List. We did not edit or alter the original content. This section is for informational purposes only.
Clients who would be a good fit
Professionals and Executives ages 30 to 50 with complex benefits looking to align their resources with their values
Clients who wouldNOTbe a good fit
Someone who is not looking for a comprehensive financial planning relationship. Someone who just wants advice in one aspect of their financial life, or wants a one time engagement.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.5% to 2%
Flat Fee/Retainer
$6,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
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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At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your 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.
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