Wealth Management
When It Comes To Money We All Have Different Goals
North Bay’s Best Wealth Management Firm
You Deserve A Team Dedicated To Your Financial Success
Together, you’ll develop a customized portfolio based on your specific goals and objectives. And because we use a risk-adjusted approach with long-term tax-smart strategies, we’ll always take necessary steps to minimize volatility while protecting and growing your wealth, so your money is there when you need it the most.
Services Offered
Portfolio Management
We specialize in constructing customized portfolios based on each client’s specific goals and objectives, and our risk adjusted approach is based on long term strategies to reduce risk and minimize volatility.
Retirement Planning
The primary goal of retirement planning is to ensure our clients have enough income to last throughout retirement. Through careful and strategic planning, we help our clients maximize their savings.
Education Savings
The costs of higher education continue to skyrocket. The earlier you start to save for your children and grandchildren’s future the better. Learn how to start saving today.
Estate Planning
Key to any financial plan, estate planning is important to the growth, preservation and transfer of assets in a tax efficient manner.
Financial Planning
We each have different goals. It’s important to have a customized plan that works for you, your family, and your career, both
for now, and in the future.
Business Solutions
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Corporate Retirement Plans
With expertise in qualified and non-qualified retirement plans,we can design, implement, and monitor your plan. We educate your employees and work with plan trustees (i.e. business owner) to maintain government compliance and best practices according to the Department of Labor.
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Business Exit and Succession Planning
Whether you plan to sell your firm, transfer to management, or pass it on to your children, proper Exit Planning provides a roadmap for one of the most challenging aspects of business ownership.
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Business Consulting And Services
Working with new and existing businesses, we can assist you to meet your business objectives & work towards sustainable growth.
Additional Services Offered
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Insurance Planning
An important part of asset management is managing risk. It’s important to protect you and your assets through appropriate insurance coverage.
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Mortgage & Lending
Our advisor on both sides of your balance sheet. He can help manage liabilities along with assets to ensure real estate is properly factored into your financial picture
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Annuities
A significant risk for all investors is outliving your savings. Annuities could help protect your income stream in retirement.
Frequently Asked Questions
We’ve put together the most common questions we get about wealth management services so you can make the right decision about hiring the right team to help you reach your financial goals.
What Is Wealth Management, Exactly?
Who Makes Up A Wealth Management Team?
Do I Need A Separate Business Advisor?
What Else Can A Wealth Manager Help Me With?
We Go Beyond Wealth Management & Accounting
“I was in a real bind. I had just opened my new automotive repair business in Greenbrae and I found myself in a situation where I needed some business consultation fast. Our current accounting system was lacking and the procedures that existed in place were not working. I asked Books In Balance to come in and see if they could help me get running smoothly. This turned out to be a long process because I knew before I called them, I needed a whole lot of help. Well, to make a very long story short, Books In Balance was great! They literally took the entire back end of the office and reworked everything from overseeing a server installation, installation of new accounting software and utilities to manage my resources better. They implemented complete systems and procedures and did the first 6 months of running all of our accounting systems. I would have been happy to keep them, but they advised me that it would be more cost-effective to hire a full-time bookkeeper and office assistant. Now Books In Balance is training my new employees. I would highly recommend Books In Balance to anyone wanting expert help and affordable pricing. They were very fair in working out special package pricing in order to save me from hourly billing when that was more efficient for my circumstances. I will be keeping Books In Balance on board to do quarterly reviews for my business going forward as well as all my business and personal taxes.”