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Matthew Thomas Gottshall

Balanced Wealth Group LLC

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About Matthew Thomas Gottshall

Matthew Gottshall is a Certified Financial Planner® and Investment Advisor Representative with Balanced Wealth Group LLC. Matthew has been in the financial services industry since 2018 and has a Series 66, Series 7, and SIE licenses. He is registered with the state of Ohio and has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Matthew provides financial planning and portfolio management services and offers a range of fee structures including fixed fees, hourly charges, and percentage of assets.

Firm Information

Matthew Gottshall is currently registered with Balanced Wealth Group LLC. 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.

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Matthew Gottshall’s Registration & Firm History

OH

11/02/2023 - Present

Balanced Wealth Group LLC (WESTLAKE OH)

OH

10/09/2018 - 11/09/2023

AMERIPRISE FINANCIAL SERVICES, LLC (CANTON OH)

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Licenses & Designations

BOTH

Issued 11/08/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/10/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Thomas Gottshall.
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