Justin Pritchard, CFP®
Typically responds within 24 hours
Justin Pritchard, CFP®
Retirement planning and investment management.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Services Offered
Client Specialties
Meeting Options
Video meetings
Phone
Clients who would be a good fit
You're thinking about retirement or recently retired. Most clients are roughly 5 years before or after retirement, but early planners and older clients are always welcome. You want down-to-earth management and planning that helps you feel clear and confident about using your money during your best years. All the while, we're managing taxes and keeping an eye on risks.
Clients who wouldNOTbe a good fit
Stockpickers or those who want to "beat the market." People who want to use a special 401(k) or IRA account to purchase investments besides traditional mutual funds, ETFs, CDs, bonds, and other fixed income investments.
You may be interested in:
Works with clients around the world
Requirements:
$3,000,000 Minimum Investment
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.
Portfolio Rebalancing
Portfolio Management
Asset Allocation
Risk Management
Alternative Investments
401(k) & IRA Management
Pension Planning
Social Security Planning
Estate Planning
Trust Services
Charitable Giving
Philanthropic Planning
Family Wealth Transfer
Financial Planning
Cash Flow Planning
Debt Management
Education Planning
Insurance Planning
Life Transition Planning
Tax Strategy
Business Succession Planning
Exit Planning
Executive Compensation
Stock Option Planning
Specialities
0.00%-1.00%of AUM fee
Works with clients across the US
Requirements:
No Minimum
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.
401(k) & IRA Management
Alternative Investments
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Trust Services
Real Estate Advisory
Specialities
0.60%-1.00%of AUM fee
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