Wealth Management Services

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.

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.

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.

We're committed to assisting clients with critical business decisions by applying our insights, providing innovative solutions, and leveraging our experience in each unique situation. We work with our clients to provide strategic consulting and analysis specifically related to issues involved in business transactions and transitions. 

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.

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.