Balance Wealth Partners takes a comprehensive view of your financial life — planning, investments, taxes, estate, and insurance — so every piece works together and nothing falls through the cracks.
Whether you're building wealth, approaching retirement, or running a business, our advisors understand your specific challenges and goals.
You're in your 30s or 40s, income is growing, and you're ready to be more intentional with your money. Let's build a plan that compounds over time.
Start PlanningRetirement is 5–15 years away. You need clarity on whether you're on track, a tax strategy, and a plan for turning savings into income you won't outlive.
Get a Retirement ReviewYour business is your biggest asset and your biggest risk. We help you separate business finances from personal wealth and build a succession-ready plan.
Talk Business PlanningMost advisors focus on investments. We focus on your entire financial life — because what happens in one area always affects everything else.
We map out your full financial picture — cash flow, goals, savings rate, insurance gaps, and long-term projections — and build a written plan that evolves with you.
Our CIO, Nic Gookin, leads a disciplined investment process built on your goals, time horizon, and risk tolerance — not market speculation or commission-driven products.
From Social Security timing and required distributions to building sustainable income, we help you plan the transition so retirement feels like a destination, not a cliff edge.
We work alongside your CPA to identify strategies that reduce your lifetime tax burden — not just this year's bill. Roth conversions, tax-loss harvesting, income timing, and more.
Coordinating with your estate attorney, we ensure your assets transfer cleanly, beneficiaries are current, and your wishes are documented — so your family isn't left figuring it out.
We audit your existing coverage — life, disability, long-term care — and identify gaps or over-insurance. We recommend what you need and nothing more.
We believe you should know exactly what you're getting — and exactly what it will cost — before you commit to anything.
We start with a no-obligation call to learn about your situation, answer your questions, and make sure we're the right fit for each other. No sales pitch.
We gather the full picture — accounts, income, goals, tax situation, insurance, estate documents — and analyze where you stand against where you want to be.
We deliver a written financial plan with clear recommendations, prioritized action steps, and projections you can actually understand. No jargon, no binders you'll never open.
We meet regularly to review progress, adjust as life changes, and keep every discipline — investments, taxes, estate — working together. Your advisor is accessible year-round.
Balance Wealth operates as a fee-based advisory firm. That means our compensation is tied to helping you — not to selling you products. Your advisor can walk you through the specific fee structure during your introductory conversation.
As a registered investment adviser, Balance Wealth is required to act in your best interest as a fiduciary. Our Form CRS is filed with the SEC and available upon request.
Our advisors aren't generalists. Each brings a distinct specialty so that every part of your financial life has a dedicated expert.
"Working with Balance Wealth completely changed how I think about my finances. For the first time I have a real plan — not just an investment account — and I know exactly where I stand."
"Bob and the team helped me see how much I was leaving on the table in taxes. The Roth conversion strategy alone has been worth more than their fees many times over."
"I appreciated that they took the time to explain everything clearly. I finally feel like my advisor is actually on my side and not just managing a portfolio."
Our advisors share practical thinking on the planning questions that matter most to the families and business owners we work with.
Timing your Social Security claim by a few years can mean a meaningful difference in lifetime income. Here's how to think through the decision.
Read moreIf you're in a lower-income year — or expect tax rates to rise — converting to a Roth IRA can reduce your lifetime tax bill significantly.
Read moreMost estate planning problems aren't about the will — they're about outdated beneficiary designations, wrong titling, and missing coordination.
Read moreStart with a conversation. Tell us where you are and where you want to go — and we'll tell you honestly whether we're the right fit to help you get there.
Tell us a bit about yourself and we'll reach out within one business day.