0
Client Reviews
0.5% to 2%
Percentage of Assets (AUM)
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
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
About 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.
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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3 Client Reviews
"Anthony has been an absolutely incredible partner to work with. He has helped me feel comfortable in my financial health and given me plenty of insightful and actionable advice in both financial planning and investments. In addition to being an amazing financial professional, he is also a very genuine guy. You can definitely tell that he cares about you as a person and individual and wants to see you achieve your best. He’s also LGBTQ+ friendly, which is a big consideration for me. 5 stars all around for Anthony and Dynamic FP."
Reduce tax, optimize investments, grow preserve and protect your wealth - for generations.
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.
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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.
