A private practice for the
quietly accomplished.

Balanced Wealth Private is built for one kind of client: a U.S. family with a net worth above ten million dollars who is looking for a true concierge financial advisor — not a call center, not a junior associate, not a different name on the next quarterly statement. If you have outgrown the standard planning conversation, this practice is for you.

The relationship has no boundaries. We are virtual by design and available when you need us — early morning before a closing, on the road between homes, on a weekend when an estate decision cannot wait until Monday. One advisor, one direct line, one bound plan that lives with your family for decades.