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57 River Street - Suite 300, Wellesley, MA 02481

781-772-2450
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Advice, Services & Products:

Client Centered.

Client Centered.


At Balance Wealth Advisors, every conversation begins with you. We start by listening—your goals, your concerns, your family, your timeline—so we can understand what truly matters before offering any guidance. Our process is built around knowing you as a person first, and a financial plan second.

David Allen - CRPC, CLTC & Leo White - CRPC, CLTC

When we initially connect with a new or returning client, we focus on making it easy for you. We’ll reach out with a friendly introduction, explain how we work, and outline exactly what you can expect next. Our goal is to make you feel supported, informed, and confident from the very first interaction.


Balance Wealth Advisors can provide advice and assistance in the following areas:

Investments

  • FDIC insured CD's from banks across the United States.
  • Principal Protected Notes, Structured Income Notes, and Buffered Notes from Barclays, Credit Suisse, HSBC, JP Morgan,  and Goldman Sachs.
  • Mutual funds, Exchange-Traded funds (ETF's), & Defined maturity ETFs.
  • Bonds - Corporate, Government and Municipals along with Bond ladders.
  • Common Stocks
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Solo-K and Indy-K plans
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable, Fixed and Immediate Annuities
  • Indexed Annuities both Fixed and Variable

Financial Planning

  • Retirement Plans
  • 401(k) Planning
  • Solo K Plans - Individual K Plans
  • SIMPLE IRA Plans
  • 403(b) Plans
  • College Savings Plans - 529 plans
  • Estate Plans
  • Money Purchase Plans
  • Profit Sharing Plans
  • Defined Benefit Plans

Insurance

      • Disability Income Insurance
      • Life Insurance (Term and/or Permanent)

                         

    • Long-Term-Care Insurance (Individual and Hybrid)
    • (Current Individual policies available thru Transamerica & Mutual of Omaha - Current Asset based LTC policies available thru Lincoln, Nationwide & MassMutual) - Preliminary Health Screen Questionnaire - to find out what you may be able to qualify for please click the link attached and take a short health survey: https://www.surveymonkey.com/r/LTCHealthScreen

    Ongoing Advice

    • Interaction with your other paid advisors (Attorney, CPA, Tax Preparer, Mortgage Broker, Banker, P&C Agent....etc.)
    • Interaction with family members as needed.