Broker Check

Events

Compliance approval 1-847245 4/29/2019

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients and the other professionals that they work with.  Along the way, we like to have some fun, too.  If any of the events below look interesting, please click on the event and "Register" via our website.  We will be happy to add you to our guest list and look forward to seeing you soon.

 

Upcoming Events

Network in style at our conveniently located office in Wellesley Hills. The team at Balance Wealth Advisors loves to meet and connect with new people within our community.  We also believe it is important for people to come and see where we work, hear what we do.   We invite all members and non members for good conversation, coffee, and  light breakfast in hopes of  making lots of new connections.   **Moved from 5/7/2020** Thursday, September 24th from 7:30am - 9:30am Compliance Code 1-936519

BWA Annual Networking Mtg Providence - (Tues) 9/29/2020 from 1pm-2pm

September 29, 2020 1:00p - 2:00p Eastern Standard Time

Via ZOOM we will send out invite links as we get closer to the date.

**We will be doing via ZOOM.** Networking and connecting with our client's other advisors is important to us. The goal is to connect and do a better job for mutual clients. **Moved from 4/28/2020 based on Covid-19** We invite 25+ of the professionals that our clients currently work with 2 times per year so that we can do a better job for our mutual clients. We believe that professionals who interact with and know each other will do a more comprehensive and better job. Please tell your CPA or Attorney that we will be reaching out to them. You should want and expect this from the professionals that you pay for advice. Tell them to mark their calendar. Compliance Code 1-05035071

BWA Networking Meeting/ Wellesley Thurs 10/8/2020 12:30pm-2pm

October 1, 2020 12:30p - 1:30p Eastern Standard Time

**ZOOM meeting**

**ZOOM meeting** We invite 100+ of the professionals that our clients currently work with 2 times per year so that we can do a better job for our mutual clients. We believe that professionals who interact with and know each other will do a more comprehensive and thus better job for clients. Please tell your CPA or Attorney that we will be reaching out to them.  You can forward this link directly to them. You should want and expect this from the professionals that you pay for advice. Tell them to mark their calendar. Lunch is included/provided from a local deli. Compliance approval: 1-733969/1-741248 / 1-807197

Virtual Wine Tasting with BWA

October 6, 2020 7:00p - 9:00p Eastern Standard Time

Virtual Wine Tasting at your home

We wanted to provide an opportunity for ALL of our clients to participate in an event with us during these unprecedented times.  We realize that so many people have been restricted in various ways and we want to hopefully bring a smile or at minimum a glass of wine to your doorstep.  We also are thrilled to be able to share in an event with our clients outside of Massachusetts. ️

*****DELAYED DUE TO COVID****Brew Your Own Beer/Chianti with BWA 10/12/2020 @3PM (Columbus Day)

October 12, 2020 3:00p - 7:00p Eastern Standard Time

The Kell's Beer Company

YOU AND YOUR FRIENDS ARE INVITED TO BREW YOUR OWN BEER! 🍻🍺🍻 Should be a FANTASTIC TIME! πŸ€—πŸ™ŒπŸ‘ Kell's Beer Company is your personal brewery for all your beer related activities. Brew your own, buy fresh beer or sample their taproom offerings. Come and join us to learn more about the Kell's experience and just have a great time. Bring some friends and brew a batch. Kell's has a range of recipes for your brewing experience. Choose from a menu built from over twenty years of operations with recipes from some of New England's prolific brewers like Sean Lawson (Lawson's Finest LIquids), Jack Hendler (Jack's Abbey), Tod Mott (Tribuary Brewing), Will Meyer's (Cambridge Brewing Company). We hope you can join us in the fun and learn a a little something about the beer making experience.  Please let me know if you can join us for a portion of the beer making process.  There will be food and snacks provided.  Each participant will be able to take home their beer of choice's.

*****DELAYED DUE TO COVID****Β Bottle the Beer with BWA Monday, 11/16/2020 @4pm

November 16, 2020 4:00p - 7:00p Eastern Standard Time

The Kell's Beer Company

We are getting ready for the upcoming Holiday Season....and we are ready to bottle the amazing Beer and Chianti we made back in October. If you have ever been curious about the process, would like to enjoy some of the beer or chianti we made, or maybe just lookiing for something fun to do on a November Monday night...please join us anytime between 4pm and 7pm to join in on the fun. All are more than welcome to come and JOIN IN THE FUN 😊😊😊 We will be at: The Kells Beer Company 21 Summer Street Natick, MA 01760 Compliance Code 1-935608

Virtual Wine Tasting with Former NFL Quarterback - Drew Bledsoe

November 18, 2020 7:00p - 9:00p Eastern Standard Time

Virtual Wine Tasting at your home

We wanted to provide an opportunity for ALL of our clients to participate in an event with us during these unprecedented times. We realize that so many people have been restricted in various ways and we want to hopefully bring a smile or at minimum a glass of wine to your doorstep. We also are thrilled to be able to share in an event with our clients outside of Massachusetts. For former NFL quarterback Drew Bledsoe, owning a winery has been a longtime aspiration that would allow him to combine his passion for fine wine and the love of the Walla Walla Valley.

BWA Holiday Celebration - The Black Rose - Thursday 12/3/2020 5pm-10pm

December 3, 2020 5:00p - 10:00p Eastern Standard Time

The Black Rose - Faneuil Hall - Boston, MA

Tis' the Season to be Jolly and bright, Fa La La La La - La La La La We'd love to have you share our night, Fa La La La La - La La La La πŸŽ„πŸŽŠπŸ₯³πŸŽ‰β›„οΈπŸŽ…πŸ»πŸ€ΆπŸ»πŸŽ„πŸŒŸπŸΎπŸŽŠ Please join BWA and all of our friends, colleagues, partners, clients, etc for a night of good people, good food & drinks, and lots of laughter to kick off the holiday season! When: Thursday, December 3rd Time: 5pm - 10pm and then other fun places most likely Where: The Black Rose, (160 State Street, Boston) Please RSVP by clicking on the Register box above....any questions can be forwarded to info@balancewealthadvisor.com or call us at 781-772-2470 Compliance approval: 1-809687

BWA Annual Holiday Open House on Friday 12/11/2020 from 12-5pm

December 11, 2020 12:00p - 5:00p Eastern Standard Time

At our office in Wellesley, MA.

Swing by the office anytime on Friday, December 11th between 12pm-5pm for a little Holiday cheer. Feel free to bring in a toy to donate to a local charity as we do each year. We are always amazed by the generosity of people. Unwrapped gifts are appreciated, but not required. Compliance approval: 1--809690

Past Events

Cocktail Reception at The Boat House Waterfront in Tiverton - Friday, August 28th 2pm-??

August 28, 2020 2:00p - 4:30p Eastern Standard Time

Boat House Waterfront

We would love to have you join us for a relaxing summer afternoon where you can enjoy some delicious cocktails and hors d'oeuvres from the private outdoor patio that overlooks the foot of Mt. Hope Bay.  Absolutely beautiful sunsets!  We would love to have you join us, bring a friend if you choose and enjoy the summer afternoon! When: Friday, August 28th at 2pm  - 4:30pm. We would love to see you there and encourage you to take a stroll on the pier, watch the sailboats go by and the sun go down, all complimented with your favorite cocktail and a delicious bite.  RSVP by clicking on the link any questions you can call Amy at 781-772-2470 or email her at amy@balancewealthadvisor.com

Come Sail Away with BWA - Enjoy the beautiful sunset in Newport Friday, July 31st 3pm - 5pm

July 31, 2020 12:00a - 6:00p Eastern Standard Time

Marina Cafe & Pub

We would love to escort you on a breathtaking excursion aboard the most elegant yachts in the local Newport fleet, Schooner Aurora The perfect Friday afternoon event in Newport and a great start to the weekend.  We plan on meeting our guests between 12pm - 3pm at the Marina Cafe & Pub on Goat Island in Newport.  We will have food and drinks before we board aboard a 101-foot sailing yacht.  The sunset cruise is from 3-5pm.  We will have refreshments and snacks on board as well. When: Friday, July 31  12-3pm Marina Pub  /  3-5pm Sunset Cruise Where: 3 Marina Plaza, Goat Island - Newport RI Space is Limited, so this is a first come / first serve event Climb aboard the Schooner Aurora, an 101-foot pilot schooner for an evening of fun and relaxation.

BWA Annual Networking Mtg Providence - (Tues) 6/9/2020 from 12pm-2pm

June 9, 2020 12:00p - 2:00p Eastern Standard Time

At our office in Providence, RI with lunch. (*see web link & the attached menu for lunch choices) or via ZOOM if needed

**We will do via ZOOM if things have not settled down by then.**  Networking and connecting with our client's other advisors is important to us. THe goal is to connect and do a better job for mutual clients. **Moved from 4/28/2020 based on Covid-19** We invite 25+ of the professionals that our clients currently work with 2 times per year so that we can do a better job for our mutual clients. We believe that professionals who interact with and know each other will do a more comprehensive and better job. Please tell your CPA or Attorney that we will be reaching out to them. You should want and expect this from the professionals that you pay for advice. Tell them to mark their calendar. Lunch is included from a local deli (Geoff's normally). Please let Amy know what you would like. Compliance Code 1-807197

Market Insight - Market Volatility #7 (6/4/2020)

June 4, 2020 6:15p - 7:15p Eastern Standard Time

On-line via Facebook "Live" or Zoom

Given the market turbulence we have seen the past few months, we have been taking a close look at our portfolios to make sure they are positioned to weather this environment. We would like to invite you this Thursday evening for a discussion on the state of the market. This is an opportunity to ask questions and share information. **This is our 7th update - we plan to have them every 2 weeks until things settle down.** Compliance approval 1-962119

Market Insight - Market Volatility #6 (5/21/2020)

May 21, 2020 6:15p - 7:15p Eastern Standard Time

On-line via Facebook "Live" or Zoom

Given the market turbulence we have seen the past few months, we have been taking a close look at our portfolios to make sure they are positioned to weather this environment. We would like to invite you this Thursday evening for a discussion on the state of the market. This is an opportunity to ask questions and share information. **This is our 6th update - we plan to have them every 2 weeks until things settle down.** Compliance approval 1-962119

Market Insight - Market Volatility #5 (5/7/2020)

May 7, 2020 6:15p - 7:15p Eastern Standard Time

On-line via Facebook "Live" or Zoom

Given the market turbulence we have seen the past few months, we have been taking a close look at our portfolios to make sure they are positioned to weather this environment. We would like to invite you this Thursday evening for a discussion on the state of the market. This is an opportunity to ask questions and share information. **This is our 5th update - we plan to have them every 2 weeks until things settle down.** Compliance approval 1-962119

Market Insight - Market Volatility #4 (4/23/2020)

April 23, 2020 6:15p - 7:15p Eastern Standard Time

On-line via Facebook "Live" or Zoom

Given the market turbulence we have seen the past few months, we have been taking a close look at our portfolios to make sure they are positioned to weather this environment. We would like to invite you this Thursday evening for a discussion on the state of the market. This is an opportunity to ask questions and share information. **This is our 4th update - we plan to have them every 2 weeks until things settle down.** Compliance approval 1-962119

Market Insight - Market Volatility #3

April 9, 2020 6:15p - 7:15p Eastern Standard Time

On-line via Facebook "Live" or Zoom

Given the market turbulence we have seen the past few weeks, we have been taking a close look at our portfolios to make sure they are positioned to weather this environment. We would like to invite you this Thursday evening for a discussion on the state of the market. This is an opportunity to ask questions and share information. **This is our 3rd update - we plan to have them every 2 weeks until things settle down.** Compliance approval 1-962119

**Postponed** Family Promise Charity Walk - Sunday, April 5th 1:30 PM at Natick High School **Postponed**

April 5, 2020 1:30p - 2:30p Eastern Standard Time

Natick High School - Natick, MA - New Location

ANNUAL WALK TO END HOMELESSNESS - 3K and takes less than an hour.  Sunday, April 5th 12:30 pm: Registration & check-in begins  1:20 pm: Welcome & warm-up  1:30 pm: Walk begins 2:30 pm: Wrap-up and awards We will be heading to The Kells Beer Company located at 21 Summer Street in Natick after the walk to enjoy some BBQ and do some tasting (Beers and .  Tom will have some samples available for all to try. COME JOIN THE FUN AND HELP RAISE FUNDS FOR Family Promise Metrowest and the families we serve: Join us for the 11th annual Walk to End Homelessness (Our 6th walk), a family-friendly and dog-welcoming walkathon through Natick Center to raise funds for families with children who are facing homelessness. The event starts and ends at Natick High School where there will be booths, food, music, and fun for the whole family. Registration is now open. We hope to see you there!  Compliance approval 1-814563 1/25/2019

Market Insight - Market Volatility #2 6:15pm - 7:15pm

March 26, 2020 6:15p - 7:30p Eastern Standard Time

**NOW ZOOM or call in/video ** was Paparazzi - Wellesley, MA - **Location is changing based on all restaurants being closed for 2 weeks**

Where:     Changed to Zoom and call in/video  First time ever.  Direct from our big conference room in Wellesley, MA. Bridge conference call as well. When:        Thursday, March 26th Time:         6:15pm – 7:30pm Given the market turbulence we have seen the past few weeks, we have been taking a close look at our portfolios to make sure they are positioned to weather this environment. We would like to invite you this Thursday evening for a discussion on the state of the market. This is an opportunity to ask questions and share information. Compliance approval 1-962119

Annual Kick Off Meeting for the Walk to End Homelessness at Family Promise Monday 3/9/2020

March 9, 2020 6:30p - 8:30p Eastern Standard Time

Family Promise Metrowest

Looking forward to the Annual Family Promise Kick Off Meeting on Monday, March 9th 2020 at  6:30 PM at their Resource Center in Natick. Located at: 6 Mulligan Street, Natick MA 01760 This is a great opportunity to not only learn more about the Annual Walk and ways to contribute, but also about the many great things that Family Promise does for people in our local communities each and every day. We would love to see new faces join us.   Food is provided by Paparazzi Compliance Code 1-935500

BWA Annual Networking Meeting / Wellesley - Thurs 1/30/2020 - 12:30pm-2pm

January 30, 2020 12:30p - 2:00p Eastern Standard Time

At our Wellesley, MA office with lunch. (*see web link & the attached menu for lunch choices)

We invite 100+ of the professionals that our clients currently work with 2 times per year so that we can do a better job for our mutual clients. We believe that professionals who interact with and know each other will do a more comprehensive and thus better job for clients. Please tell your CPA or Attorney that we will be reaching out to them. You should want and expect this from the professionals that you pay for advice. Tell them to mark their calendar. Lunch is included from a local deli. Compliance approval: 1-733969/1-741248

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