Broker Check

Balance Wealth Advisors

Our History:

As an independent and privately owned firm, we develop personalized financial advice and discretionary investment strategies in our 5 BWA model portfolios.  Our advisors work with you to determine your risk tolerance and to develop a financial plan that allows you to experience financial confidence now and in retirement. Meeting with one of our advisors is an important first step to helping you secure your financial confidence. We take the time to understand the financial concerns that our clients carry with them. The combined knowledge and experience of our advisors will provide understandable strategies that address all types of financial needs through all phases of our clients' financial lives. Our mission is to provide advice that will reflect your personal dreams and goals.

What to Expect:

As a BWA client, you are not only provided with straight forward personal advice – including details beyond your portfolio. We focus on areas that include: investments, covering the essentials, wealth preservation strategies, tax planning strategies, protecting and ensuring lifestyle, saving for education, retirement planning, employee stock options, preparing for the unexpected and leaving behind a legacy. We are passionate about working with our clients towards making their dreams a reality.

Working with Us

Our investment advisory services are available to individuals, high net worth clients, families, trusts, estates, endowments, charitable organizations, corporations, and profit sharing plans for a percentage of assets under management.

 **Posted 6/2023

**BWA Wellesley posts in December every year.

Wellesley, MA office 

Wellesley, MA office 

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BWA Wellesley, MA:

Client Centered

57 River Street Suite 300 in Wellesley, MA.

We are located close to Route 128, Route 9 & Route 16.  We are 3 buildings up River Street past the Paparazzi/Town parking lot.

Main: 781-772-2450

Fax: 781-431-9777

For directions to our Wellesley office press here
Our Process
Our History
Our Values

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