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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.
PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. Ask me about Security Backed Lending!
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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11 Client Reviews
"He has created a comfortable/ approachable working relationship for us — always available for a call, text, or impromptu coffee meeting to walk through all sorts of questions and scenarios. He’s great at presenting options, showing the pros and cons, and helping us land on the right decision for us"
8 Client Reviews
"Thomas has been great to help us organize our financial life. He gives simple and straightforward advice that is super easy to implement."
8 Client Reviews
"We've had a very positive experience working with Andy, his knowledge and insight has helped us verify the strategy around how wealth management can support our short and long term goals."
2 Client Reviews
"Anthony helped guide me with selecting better investments in my 401(k) and my overall approach to retirement planning. He answered my questions and helped me feel comfortable with the strategy so I understood the reasons behind the changes we were making. His expertise was helpful because now I'm confident in the investments and a better overall strategy to help me reach my goal of maximizing for growth."
2 Client Reviews
"Hands down, the best. My husband and I interviewed 2 local attorneys and were not impressed. I own my own business, we have 2 young children, and a variety of assets (rental property, startup equity, etc). We connected with a Concierge to answer initial questions and walk us through the process then met with our attorney (Samantha). She was very patient and super knowledgeable. We felt great about the process and would highly recommend it."
2 Client Reviews
"Superb. Cannot say enough great things about the team and I sing their praises from the rooftop."
2 Client Reviews
"Exceptional. Cayden is organized, comes to every meeting prepared and has presented a solid plan of actionables that will allow me to reach my financial goals."
1 Client Reviews
"Austin Wealth Management (http://ausintwealthmgmt.com) … they are a planning focused, independent RIA. Like you say, Wall St firms focus on changing 1% of AUM. Austin Wealth focuses on planning ... the deep work that is usually treated as an afterthought or just flat-out ignored"
1 Client Reviews
"Raj Sharma and Chris Kemp at Merrill Lynch - I them for everything you mention. IMHO the real reason I have an advisor is to protect me from myself. I want someone who thinks deeply about diversification and understands how to manage their client (me) through market cycles."
1 Client Reviews
"@MeasureTwiceMNY — while I don’t personally use him yet (only because we don’t use a FA) he is enormously generous with his wisdom and time in some very well respected financial education networks and I always find his guidance helpful, practical and insightful."
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