We are a membership-based travel service driven by a global community of tastemakers and travel editors. Thanks to them and their deep understanding of what truly matters in every destination, our members enjoy thoughtfully planned and bespoke journeys that make travel more enriching and memorable, sparking their own curiosity to explore the world.
We feel a deep responsibility towards our members as we recognize they entrust us with one of their most valuable assets: their time. We honor that trust by learning how they like to spend it and then elevating it with travels shaped by curiosity and curated discovery far beyond the obvious.
We aim to make every journey wide in scope and rich in detail—layered with encounters that connect members not only to the place, but to the people there who embody the spirit of their craft and the essence of where they’re from. Through them, one experiences the forces that truly shape a destination’s character.
At Balanced Approach Wealth Management, we understand that every individual and couple has distinct financial goals and timelines.
We offer a comprehensive suite of financial services tailored to the needs of our clients. Whether you’re focused on financial planning, retirement planning, or going through a divorce, we are dedicated to providing strategies that empower you to pursue your financial goals.
Our wealth management services include:
- Asset Management (portfolio creation and management, including individual investment accounts, college education savings accounts, such as 529 plans, retirement account, etc.)
- Tax Planning
- Retirement Planning
- Divorce Financial Planning (analysis of proposed divorce settlements, division of real estate, investments, RSUs, stock options, pensions, and retirement plans, after-tax assets division scenarios, housing affordability assessment, child and spousal support planning, post-divorce planning)
- Comprehensive Financial Planning, including risk management and estate planning