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Balanced Wealth Strategies LLC
Balanced Wealth Strategies, LLC provides personalized wealth management solutions for distinguished investors. The firm serves as a dedicated advisory...
Overview
Balanced Wealth Strategies, LLC provides personalized wealth management solutions for distinguished investors. The firm serves as a dedicated advisory partner, connecting clients with premier wealth managers while providing ongoing oversight and strategic guidance. Its approach emphasizes wealth preservation, personalized strategy, professional oversight, and a transparent fee structure. It is a registered investment advisor.
General information
Firm type
RIA
Principals
Mark J. Burger
CPA
Sector focus
Frequently asked questions
What services does Balanced Wealth Strategies offer?
Based on its SEC registration, the firm offers investment management services and financial planning. It does not publicly disclose specializing in private equity, venture capital, or direct deal-making common among family offices.
How can I verify Balanced Wealth Strategies' registration?
The firm is listed in the SEC's Investment Adviser Public Disclosure (IAPD) database as a registered advisor. Its registration status can be confirmed through the official SEC website under the firm name Balanced Wealth Strategies LLC.
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