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Balanced Wealth Group LLC

Headquartered in WESTLAKE, OH

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Firm Information

Balanced Wealth Group LLC is a financial advisor headquartered in WESTLAKE, OH, with over $419.91 million in regulatory assets under management. The firm has 6 licensed agents and investment advisor representatives, serving a diverse clientele including high-net-worth individuals, corporations, and charitable organizations. They offer financial planning, portfolio management, and selection of other advisors. Balanced Wealth Group LLC is committed to providing a holistic approach to wealth management, helping clients achieve their financial goals through personalized strategies.

Balanced Wealth Group LLC

1991 CROCKER ROAD

WESTLAKE, OH 44145

$419.91M

Assets Under Management

14

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BALANCED WEALTH GROUP LLC has a total of 1 branch locations across the country.
location

WESTLAKE, OH

Advisors at Balanced Wealth Group LLC

View All 6 Advisors
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Roger Allan Potter

RA

WESTLAKE, OH

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David Joseph Desalvo

RA

WESTLAKE, OH

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Matthew Christopher Daugherty

CFP®, RA

WESTLAKE, OH

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Joshua Randolph Harrell

CFP®, RA

WESTLAKE, OH

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Matthew Thomas Gottshall

CFP®, RA

WESTLAKE, OH

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Michelle Lynn Taylor

RA

WESTLAKE, OH

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Disclosures

There are no public disclosures for Balanced Wealth Group LLC.

Frequently Asked Questions (7)

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