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Dedicated to You Custom Strategies Strengthening Your Future Your Independent Partner

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 love seeing all of you in the office, however under the current circumstances we will continue to do all meetings over the phone or computer/webinar for the foreseeable future.  If you choose a phone meeting we will email or mail you a copy of any documents needed prior to our call.  If you choose a webinar the presentation will be displayed on your computer screen and presented in the same manner as we have in our conference room.  We’re happy to do the webinar with or without video, just in case you’d like to see our smiling faces!
  
If you have any questions or concerns, please do not hesitate to reach out.

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

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

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

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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