Broker Check

WELCOME TO BALCOM INVESTMENTS in KIRKLAND, WASHINGTON

Today’s volatile environment requires the services of trustworthy financial professionals whose experience and investment knowledge can help guide you towards an independent financial future. By proactively building, preserving, and managing your wealth, we create a lifelong commitment to you and your family.

Ready for the next step? We can help.

Let's Get Started

We’re here for you!

Over the last 25 years, we have helped thousands of qualified investors across 17 different states retire. 

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Portfolio Management

Portfolio Management

Our financial planning service coordinates our investment management process with  clients’ short and long-term objectives, their risk exposures and estate plans.

Learn more
Investments

Investments

Today’s world is filled with confusion about a multitude of investment choices and money management programs. Building a successful portfolio begins with your decision to work closely with an investment professional who will help you pursue your financial goals.

Learn more
Retirement

Retirement

Whether you’re 30 days away from retiring or 30 years, the most important thing you can do is start planning for your retirement today! We can carefully guide you in making important decisions regarding your financial future.

Learn more
Estate

Estate

No two estate plans are alike, just as no two families are alike. We take the time to understand your individual circumstances and financial objectives, so that each of our plans is unique to your family’s circumstances. We help you preserve, empower, and perpetuate your assets for the benefit of future generations.

Learn more
Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Learn More
Women and Wealth: A Pivot Towards Retirement

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.
Learn More
Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.
Learn More
Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Learn More

SCHEDULE A CALL WITH CHANTAL & TEAM

Thank you!
Oops!

Test Your Investment Knowledge!

How much do you know about investing? Take our quiz and find out instantly.



Thank you! Oops!