Wealth Management

Helping provide financial independence while simplifying your life!

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:

Cash Flow & Tax Planning

College Education & Funding Alternatives

Employee Benefit & Stock Option Analysis

Wills, Living Trusts & Estate Planning

Ongoing Planning & Portfolio Management

Insurance Management

Asset Allocation & Diversification

Retirement Income

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Asset Preservation

Executive & Business Planning

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With over 25 years of experience, we have serviced our clients and their families utilizing the breadth of our talent and a systematic approach to generate personalized planning for clients.

“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