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

    Services and solutions that work to fit your financial needs and priorities.
  • Connect with us

    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.

Who we work with

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.

Our videos

12 videos

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

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)