Balance Wealth
Overview
Balance Wealth is a financial advisory firm based in Worthington, Ohio, offering personalized wealth management and investment services. The firm provides tailored financial plans, retirement planning, estate planning, and investment management to help clients achieve financial clarity and confidence. Their services are designed to assist individuals and families in navigating life's major milestones, such as marriage, homeownership, career changes, and retirement. The firm's investment approach focuses on aligning clients' finances with their life goals and passions. They offer a range of services, including financial planning, retirement planning, estate planning, and investment management. Balance Wealth emphasizes a personalized, values-driven approach to empower clients on their financial journey, aiming to help them achieve the perfect balance between wealth and what truly matters. Balance Wealth is committed to making a meaningful impact on the community they serve. They define true success as balancing professional ambitions with community service, reflecting their dedication to both client success and societal contribution.
Investment Focus
- Accredited investors only
- Long-term investment horizon preferred
Portfolio Companies
Reach Balance Wealth directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Balance Wealth
What sectors does Balance Wealth invest in?
Balance Wealth invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Unit 4 Chatham, Canada. Balance Wealth is listed as a private investment firm in the ConnectSafely investor database.
What stage does Balance Wealth invest at?
Balance Wealth backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage.
Which regions does Balance Wealth invest in?
Balance Wealth invests across United States.
Who are the partners at Balance Wealth?
Team members listed for Balance Wealth include Darren Koole (President Certified Financial Planner Investment Representative).
What companies has Balance Wealth invested in?
Balance Wealth's portfolio includes Tech Innovations Inc., FinServe Technologies, HealthPlus Solutions, Retail Ventures LLC and GreenBuild Properties.
How do I contact Balance Wealth?
Balance Wealth's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
