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. While we partner with clients throughout the region, we work with investors in over 24 states. Whether in Berkshire County or Berkeley, California, our advisors are always accessible and at your service.

Since 1998, we have provided personalized financial and retirement strategies to individual investors and business owners. As part of our founding mission, we are driven to help clients and their families enjoy life today with the confidence that their future is secure. We specialize in developing retirement income strategies built on your best interests and designed to promote clarity across all chapters of life.

Our Advantage

Collaboration is key. By taking a team approach to planning, we provide clients with a truly comprehensive perspective on their financial situation. Our advisors unite their individual expertise to form a truly dynamic collective. This ensures that no details are overlooked and confirms that every recommendation is strategic, based on prudent insights, and tailored to our clients’ unique objectives.

As an independent firm, we are under no obligation to recommend specific investment products. We are focused exclusively on advancing your best interests through customized, state of the art strategies. Our independence is affirmed by LPL Financial, the nation’s largest* independent broker-dealer. With this strategic partnership, we connect clients with a comprehensive spectrum of tools and resources to pursue their financial wellbeing.

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

Investing involves risk including loss of principal. No strategy assures success or
protects against loss.