As a boutique financial services firm we create personalized, innovative strategies for each client, coupled with excellent customer service. Balcom Investments delivers thorough, comprehensive plans, coordinating the various aspects of your financial interests, so we can help provide financial independence while simplifying your life.
Under the Balcom Wealth Management System, we cover the following aspects:
“The wealthy tend to take a more comprehensive approach to their financial affairs than do the merely affluent. As a result, they aren’t satisfied with a simple snapshot of their investment performance; what they want is a live balance sheet- one that updates assets, liabilities, and net worth constantly and keeps track of all their assets, including trusts, partnering interest, and condo in Vail”
— Bloomberg Wealth Manager