Broker Check
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We hope that you and your family continue to be safe and healthy. 

We want to give you an update about the steps we have taken to minimize any potential impact to our clients as a result of the Coronavirus (COVID-19) situation and maximize our efforts to keep our team and clients safe.

First and foremost, this event has all of us focused on the safety and health of our families, friends, and clients. We are closely monitoring the changing data and facts associated with COVID-19 and the impact it is having both locally and around the world.  We want to assure all of you that we have a Business Continuity Plan in place to minimize any possible disruption to our firm and our ability to service our clients, and we are prepared to continue the high level of service you expect from us.

We have been so happy to re-open our office and to begin seeing you in person again. However, due to the recent uptick in COVID cases in Berkshire County and the new CDC guidelines that have been released, we have made some updates to our meeting policies effective immediately:

 Indoor meetings: Anyone that is vaccinated can schedule an indoor meeting. We will verify your vaccination status at the time of scheduling your appointment, and masks will be required at all times to remain compliant with the most current CDC and local guidelines.

 Outdoor meetings: For those that are not vaccinated, we will offer masked meetings on our back deck under the canopy.

 Zoom and phone meetings: We will continue to offer phone or Zoom meetings for anyone that prefers them.

 All meetings will still require an appointment, and we will review all meeting guidelines with you over the phone.

 If you have any questions or concerns, please do not hesitate to reach out to the team. We are so happy to see you all again and with that, want to also ensure our clients, community, and team's safety.

We wish everyone good health as we all work together to get through this challenging time.

A Balanced Approach…Rock Solid Advice

Finding the right balance between today’s needs and tomorrow’s goals is often easier said than done. Beyond planning for the present, preparing for your retirement and your legacy can be equally overwhelming.

At Balance Rock Investment Group, we believe financial planning should inspire confidence, not confusion. To strengthen your financial independence, we make it our mission to help you build, manage, and preserve your wealth through all stages of life. Working as a team, we pursue this by first understanding your unique goals and crafting custom strategies to address them.

Whatever you might hope to achieve, we keep your best interests at the heart of our process. As independent LPL Financial advisors, we dedicate our experience to help simplify the complexities of your financial life and instill true confidence in your future.

About Us

At Balance Rock Investment Group, we are your friends and your neighbors. Based in Pittsfield, Massachusetts, our advisory team lives in our local community in the heart of the Berkshires.

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Our Approach

For clients seeking a deeper, personal relationship founded on trust and expertise, Balance Rock Investment Group provides an advantage.

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Our Services

Sound financial plans outlast the uncertainty of the moment. Markets shift and economies change, but at Balance Rock Investment Group, our customized strategies are built to evolve.

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