Welcome to Balanced Capital. I have spent my entire career working in the financial services industry, much of which was spent at large wealth management firms. Those big firms do a lot of things right, and I’m grateful for the opportunity I had to learn from them. They also do some things wrong. Balanced Capital, is my way of fixing those things.
My philosophy is that peak-level financial planning does not need to be complicated. In fact, it should be simple. At Balanced Capital what that looks like is concise reports with clear actionable items, straightforward portfolios with defined objectives, and a simple cost structure that leaves no room for confusion.