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Balance Investments. A savvy, hard-working Charlotte area Registered Investment Advisory firm.

We listen. Our partnership revolves around you. Our client. We believe that while each of us has similar objectives: financial security, retiring in comfort and with dignity, providing for our loved ones; we also believe that each of us is unique. We listen to your unique needs and personalize your experience based on you.


We communicate. We want you to know and understand how your investments are performing; we want to talk with you about where you are on the way to achieving your financial goals; we want you to hear from us in the best way that works for you.


We act. At Balance Investments, we don’t believe in “set it and forget it”. We monitor your investments on an ongoing basis and we will act with balance and discipline to ensure that your investments continue to meet your changing needs and objectives.


“We're an established investment advisory that puts client success first. We look forward to meeting you and helping you define your goals and providing the investment solutions to help you realize them. So what are you waiting for? Let's talk." 

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