Wealth & Asset Management • Real Estate Investments & Funding
Constructing Your Future via Capital Gains
Wealth & Asset Management • Real Estate Investments & Funding
Constructing Your Future via Capital Gains
About Us
Balfour Hamilton LP
Balfour Hamilton LP was founded with the goal of assisting our clients in every aspect of their financial lives through the most personal service available. We're an investment advisory firm committed to providing personal and professional financial planning services. Our professionals understand the complexity of the financial world and know that sustainable financial success requires more careful attention than quick-fixes and cookie-cutter solutions. That is why we focus on nurturing long-term relationships with individuals and families who value our truly term oriented, comprehensive approach to investments & financial planning.
Services
Financial Planning
Investment Management
Retirement Planning
Financial planning is more than just reviewing your investments and balancing your portfolio. The consultants at Balfour Hamilton have the skills and experience necessary to guide you through financial planning in today’s complex marketplace.
Retirement Planning
Investment Management
Retirement Planning
Life has many milestones and retirement is one that you’ll want to prepare for so that you can enjoy every moment, protect yourself and your loved ones and ensure that your wealth is passed to the next generation according to your wishes.
Investment Management
Investment Management
Investment Management
Our investment management services help our clients to put practical plans into place today for pursuing tomorrow’s dreams. It’s about delivering confidence about the future, knowing that your investment goal is in the best possible hands.
Estate Planning
Estate Planning
Investment Management
One of the most emotionally thought-provoking aspects of a person’s life is probably estate planning. Nonetheless, a well-crafted estate plan is imperative to a great succession. With end-of-life planning being morbid, estate planning is the best way to protect your family and property.
Philanthropy
Estate Planning
Philanthropy
We offer a full suite of philanthropic services to foundations, donors and non profits—including strategic planning, asset management, and administrative resources. Our focus is to help you empower your impact and help you choice the best course for your philanthropic activity.