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  • Protecting your family

    No financial strategy is complete without a plan to protect loved ones from financial loss.

  • Your investments

    Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

  • Your Legacy

    A detailed estate plan creates a legacy that can benefit your heirs in many ways.

  • Your Retirement

    Retirement today comes with many possibilities. We can help you make the most of every opportunity.

  • Young family

    A wise financial strategy can help keep a growing family on track during all the "growing-up" years.

  • Established Family

    Family's with older children need a wise cash flow management plan to help contend with rising expenses.

  • Retiree

    Careful planning can help ensure the highest income level to make your retirement dreams a reality.

  • Starting Out

    Starting out with a firm financial foundation is a great strategy for building a solid relationship.

  • Your child's education

    Few things in life are more rewarding than helping the next generation get a great education.

  • Single

    When life situations change a good financial strategy can help to lower the stress.

  • Income Tax Planning

    Minimizing taxes through carefully planning is one of the most powerful financial strategies available today.

  • Running a Business

    Running a successful business can be one of life's most rewarding experiences.


Balanced Financial Wealth Management is a Financial Strategies firm built on the premise of always placing our client’s interests first.

As a cornerstone of that philosophy, we maintain our independence. We are not affiliated with any financial institution and so we are neither restricted nor influenced by any interests other than those of our clients. We are committed to providing the best advice. We achieve our expertise through a regime of continuing education and are proud of the fact we have adhered to this commitment for over 25 years.

Our Mission is to consistently provide our clients with a greater than expected level of financial service. We believe that great financial plans begin with listening to our clients. In this fashion we are assured each client has a distinctive plan as we recognize that each of our clients have individual needs, aspirations and circumstances. We build long-term relationships with our clients by helping them develop solid financial strategies.

We work with the current financial resources of our clients as we plan for their future. This strategy helps to ensure that our clients realize their personal goals and dreams. We are proud of the fact that most of our new clients come to our firm as a result of referrals from existing clients.

We offer a full range of financial services including:

  • Tax Planning
  • Wealth Management
  • Estate Planning
  • Retirement Planning Services

Please click here to contact us for assistance with any financial questions.