Balanced Wealth Management, LLC.

Balanced Wealth Management serves individuals, high‑net‑worth clients, trusts, estates and retirement plans, providing discretionary investment management, wealth management and retirement plan advisory services. The firm constructs customized portfolios using mutual funds and ETFs, may engage unaffiliated sub‑advisors, and offers an automated managed program (AMP) through Fidelity/Geode as an implementation option.

Balanced Wealth’s investment process emphasizes fundamental analysis and a long‑term orientation, with portfolios tailored to each client’s goals, risk tolerance and financial situation and monitored through ongoing personal contact and periodic (at least quarterly) reviews. The firm applies internal due‑diligence criteria to fund selection (performance relative to peers, expense ratios, risk‑adjusted returns) and will rebalance or execute shorter‑term trades when necessary to meet client objectives.

Notable distinctions include that one or more advisory persons are licensed insurance professionals and may receive separate commission‑based compensation for insurance product sales, a relationship the brochure discloses as a potential conflict of interest. The firm also provides ERISA fiduciary retirement‑plan services (including 3(38) investment management), participant education and use of third‑party platforms to manage held‑away participant accounts—services and affiliations that are less common among similarly sized supported firms.