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Chase G
CFP®, Series 66
Fort Collins, CO
Balanced Wealth Partners LLC
Chase Grundy is a CFP® and holds a Series 66 license with seven years of industry experience. He is the sole advisor at Balanced Wealth Partners LLC in Fort Collins, CO, and has previously worked at Beacon Capital Management, Facet, and other financial services firms. Outside of advisory work, he is also involved with Balanced Financial Inc., where he sells and services insurance products. Balanced Wealth Partners provides discretionary asset management and financial planning services primarily to households with at least $250,000 in investable assets. The firm employs diversified portfolios based on modern portfolio theory and uses various analytical tools such as Monte Carlo simulations and downside stress testing, managing approximately $19.6 million across about 43 client relationships.
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