# Balser Wealth Management

Balser Wealth Management is an Asset Manager based in Avon, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Avon, United States
- **Region:** North America
- **Address:** Avon, OH, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** balserwealth.com
- **LinkedIn:** https://www.linkedin.com/company/rogersbalser

## Regulatory record

- **CRD number:** 135788
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135788

## About

BALSER WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $16 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Secondaries & Special Situations

## People

- Michael Balser — President

## Questions

### Who runs investment decisions at Balser Wealth Management?

Michael Balser, the firm's President and founder, leads all investment strategy and portfolio construction. He built the practice starting in 1998, and the firm's regulatory filings consistently list him as the key decision-maker for advisory services. There is no separate CIO; the investment function is closely held.

### How does Balser source alternative investment opportunities for clients?

Balser's alternative sourcing relies heavily on direct real-estate acquisition in the Midwest and established relationships with private-credit managers and hedge-fund platforms. The firm does not run a proprietary deal-sourcing team; instead it evaluates third-party fund offerings and direct property opportunities that align with the tax sensitivities and liquidity profiles of its client base. Secondary-market interests offer a further avenue for private-market exposure.

### Does Balser participate in fund commitments or only direct deals?

Both. Balser evaluates limited-partnership commitments to third-party private-credit vehicles and hedge funds for its clients, while also facilitating direct ownership of income-producing real estate. The firm has historically shown a preference for direct property when it fits a client's control objectives and tax circumstances, but makes fund commitments for diversification and for asset classes in which it cannot source deals directly.

### Is Balser's client base concentrated in a specific geography?

Yes. Balser's client base is concentrated in the industrial Midwest, with the greatest density in Ohio, Michigan, and western Pennsylvania. The firm's single Avon, Ohio office and its deep familiarity with the tax codes and business dynamics of the region reinforce this geographic concentration. It does not market nationally or maintain a presence in traditional wealth hubs like New York or San Francisco.

### How does Balser integrate tax planning into investment decisions?

Tax positioning is the sequencing step that precedes asset allocation at Balser. Before a portfolio is constructed, the firm models the client's exposure to federal and state estate taxes, capital gains recognition, and Ohio-specific income-tax treatment. Asset classes and vehicle structures are then selected to optimize after-tax outcomes, which is why income-producing real estate and private credit—which can offer depreciation benefits and tax-deferred characteristics—feature prominently in client portfolios.

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Last updated: 2026-06-03T20:00:00.000Z

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