Balanced Wealth Group - Westlake, OH: Ameriprise

Balanced Wealth Group: An Ameriprise private wealth advisory practice serving the Westlake, OH area.

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Client Satisfaction 4.9 / 5 rating based on 68 reviews

Financial advice

Services and solutions that work to fit your financial needs and priorities.
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If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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Key tax considerations

Tax strategies are an important part of any financial plan throughout the year, not just in April.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our approach

Our mission is to help professionals make more confident financial decisions that will help simplify their lives, reduce stress and pursue financial freedom. We do this through a collaborative advisory experience where doing the right thing and empowering action are our priorities.

Our service focused client experience goes beyond the numbers. We are committed to helping you engage in financial behavior change that will help you live a balanced life. We enjoy using our time, talents and treasure to improve our communities and to build financial literacy.

Events

The Glitz and Glamour of IPOs

MAY 26, 2022 / 4:00 PM - 4:30 PM

Are you someone who works for a private company who has considered, or filed to go public via an Initial Public Offering?

Are you someone who has considered buying stock in a company who plans to go public?

Please join us for our complimentary 30-minute educational webinar where we discuss the Glitz and Glamour of IPOs, and what this could mean to you as an employee of this company, someone who just intends to buy stock, and what history has shown us once companies have gone public.

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We focus on working with professionals who live modest lifestyles and aspire to simplify their lives and reduce the stress that comes with executive benefit plans. We have helped many of these individuals transition into retirement over the years, which is why we also focus on working with people nearing or in retirement who have accumulated assets over $750,000 and who want to make informed decisions before and during retirement.

10 videos

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What to Expect on Our Initial Call

What to Expect on Our Initial Call

We offer a free, no-pressure, consultative call for anyone interested in hearing more about our services and specialties. We know we may not be the right fit for every person's financial needs and will be honest if we think we are not the best match.

(2:48)

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How We Invest

How We Invest

Our Financial Advisors invest their own money the same way they invest for their clients. Find out what their strategy is in this quick video.

(3:49)

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Are You Leaving Money on the Table with Your 401(k)?

Are You Leaving Money on the Table with Your 401(k)?

This video discusses the available options in a 401(k) and highlights the Roth and After Tax Options to allow for additional savings that many employees are unaware of.

(3:55)

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They Say Cash is King... Or Should It Be Queen?

They Say Cash is King... Or Should It Be Queen?

From unexpected expenses like a wedding or legal fees to being able to help a friend in need... the power of cash is something to consider. (2:40)

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Saving for College? Think Outside of the 529 Plan

Saving for College? Think Outside of the 529 Plan

People often invest in a 529 plan just because it is one of the most popular options. But ask yourself, why are you investing in a 529 plan? Is it really the best option for you and your family?

(3:45)

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Reducing Taxes by Exercising and Holding Incentive Stock Options

Reducing Taxes by Exercising and Holding Incentive Stock Options

If you have been granted Incentive Stock Options, watch this video to learn about a strategy that most should consider before exercising their awards.

(15:43)

Now Playing

Webinar: Understanding Your Stock Awards

Webinar: Understanding Your Stock Awards

This pre-recorded version of our webinar on stock awards can help you understand the differences between restricted stock and options as well as tax strategies and what to consider before you sell.

(22:31)

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Negotiating Stock Awards

Negotiating Stock Awards

Negotiating Stock Awards during a job transition can be complicated. Watch this video to better understand the differences between different award types, and how you should consider valuing them.

(3:00)

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Ramping up your savings for retirement

Ramping up your savings for retirement

Strategic conversion of assets from a workplace retirement plan or traditional IRA to a Roth IRA can help clients reduce their overall positions in tax-deferred retirement accounts and build a source of tax-free income for retirement. This video can help them understand how the strategy works. (3:41)

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Watch this before you sign that next donation check!

Watch this before you sign that next donation check!

Charitable giving is one of our firm's guiding principles, this video reviews some less traditional ways to give in order to potentially receive a greater tax benefit. (3:24)

The Ameriprise difference

Advice based on your goals, and no one else’s

We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement^® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)