Balance Wealth Advisors
An Introduction to Our Firm:
Compliance approval 1-878533 8/5/2019
How can a financial advisor help and what to expect?
Content in this material is for general information only and not intended to provide specific advise or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not represent the deduction of fees and charges inherent in investing. All investing involves risk, including the potential loss of principal and no investment tool or strategy can protect against loss or guarantee a profit. Compliance approval 1-830533 3/11/2019
Practice Updates:
We have all been working very hard for 4+ years with the transition to our new "Independent" world. Orion performance reporting and statements for clients and "Virtual" planning with Money Guide Pro are our two technologies that we have enjoyed using with clients over the past couple of years. Even better that it all works. We appreciate everyone who has chosen to continue to work with us. Thank you for your continued trust.
BWA Practice Update for 2019
Compliance approval: 1-916929 (11/22/2019)
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BWA Practice Update 2018
Compliance approval code 788386 12/11/2018
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BWA Practice Update 2017
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BWA Practice Update 2016
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Wellesley, MA office
2 locations
Providence, RI Office **New location
Our History:
BWA History - Larger image and for printing.
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 securing your financial freedom. 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 solutions 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.
BWA Wellesley, MA:
Client Centered
Without any conflicts of interest we put your needs first.
If you would like to meet with us please email your request to appointment@balancewealthadvisor.com
or call us at (781) 772-2470 (Amy)
or hit the "Click to Call" button on the bottom of every page.
Our team of qualified professionals in the Wellesley, MA office.
Leo White - CRPC, CLTC (*Pictured above)
lwhite@balancewealthadvisor.com
Hunter Dempsey (Left)
BWA Providence, RI:
Veasey Financial Advisors of Providence, RI joined Balance Wealth Advisors of Wellesley, MA as of 8/1/2017.
Providence RI Office: 401-383-1500
Located at 559 South Water Street Providence, RI 02903.
More improvements to our office in Providence, RI. Please let us know if you need to change or reschedule your appointment at 401-383-1500 or appointment@balancewealthadvisor.com.
Privacy Policy:
An Introduction to our Firm:
Compliance approval 1-878533 8/5/2019