Welcome to Balter Wealth Management

Balter Wealth

Management

A unique boutique wealth management firm serving select families with professional, seasoned independent advice to reach their financial life goals.

Because we are a registered branch of LPL Financial, our clients are secure in knowing that their assets are in the care of the nation's leading independent broker/dealer with over $200 Billion under management and 3,500 staff members.

Through LPL Financial's wholly owned Private Trust Company, a $25 Billion chartered trust company, we are able to perform all the functions of Corporate Trustee, Family Trusts, Charitable and custodian services.

"Those with responsibility to invest money for others should act with prudence, discretion, intelligence, and regard for the safety of capital as well as income."

- Prudent Investor Rule of 1830

Read the July 3, 2009 article about our firm in the

J.D. Power awards us #1

An informed investor

makes for a better investor.

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