FIND YOUR FINANCIAL BALANCE.
MORE THAN EVER, YOU NEED A WEALTH MANAGEMENT TEAM THAT EMBRACES CHANGE.
FIND YOUR FINANCIAL BALANCE.
MORE THAN EVER, YOU NEED A WEALTH MANAGEMENT TEAM THAT EMBRACES CHANGE.
Our Definition of Success is Yours.
When you choose Balance Wealth, you are not just hiring a financial advisor. You are securing a partner with a strategic outlook. A partner that is as personally invested in your financial goals as you are. And that makes a world of difference to both of us.
We can’t wait to meet you.
MEET THE BALANCE WEALTH TEAM
At Balance Wealth, we’re more than just advisors—we’re partners in helping you align your finances with your life’s goals and passions. Founded by Bob Gavlak, our team takes a personalized, values-driven approach to empower your journey. Meet Bob, Tim, Ryan and the entire Balance Team of dedicated, approachable experts and discover how we can help you achieve the perfect balance between wealth and what truly matters. Check out our team here!
What is Your Story?
Life’s biggest milestones—marriage, homeownership, career changes, and retirement—require financial balance, and we’re here to help you navigate each transition with confidence.
Career
Growth
Building a
Family
Investing
& Planning
Preparing for
Retirement
Income
Planning
Leaving a
Legacy
Where Service Meets Value
At Balance Wealth, we’re dedicated to helping people solve their toughest financial challenges and realize their greatest ambtions. Our goal is the same as yours: To guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter.
FINANCIAL PLANNING
Our team of planners will evaluate your financial situation and guide you to a place of clarity and action.
RETIREMENT PLANNING
Turn your savings into the retirement you want with our help navigating inflation, taxes, markets, and other challenges.
ESTATE PLANNING
Our Estate Plan helps cut taxes, keep your wealth safe, and pass it on to future generations with ease.
INVESTMENT MANAGEMENT
We provide tailored financial plans with clear advice, deep research, and a smart approach to lower taxes.
INSURANCE PLANNING
Smart strategies to optimize after-tax wealth for you and future generations through effective insurance planning.
Where Service Meets Value
At Balance Wealth, we’re dedicated to helping people solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter.
FINANCIAL PLANNING
Our team of planners will evaluate your financial situation and guide you to a place of clarity and action.
INVESTMENT MANAGEMENT
We provide tailored financial plans with clear advice, deep research, and a smart approach to lower taxes.
INVESTMENT MANAGEMENT
We provide tailored financial plans with clear advice, deep research, and a smart approach to lower taxes.
FINANCIAL PLANNING
Our team of planners will evaluate your financial situation and guide you to a place of clarity and action.
RETIREMENT PLANNING
Turn your savings into the retirement you want with our help navigating inflation, taxes, markets, and other challenges.
ESTATE PLANNING
Our Estate Plan helps cut taxes, keep your wealth safe, and pass it on to future generations with ease.
INVESTMENT MANAGEMENT
We provide tailored financial plans with clear advice, deep research, and a smart approach to lower taxes.
INSURANCE PLANNING
Smart strategies to optimize after-tax wealth for you and future generations through effective insurance planning.
Impacting the Community
We define true success as balancing our professional ambitions with a meaningful impact on the community we serve.
Latest Insights From Balance Wealth
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