KC Matthys - Morgan Stanley

Excellence in family wealth planning for your family's unique goals

Welcome to Balam Wealth Management Balam Wealth Management is a family practice devoted to helping other families work towards financial goals and independence through our comprehensive services. Our goal is to make financial planning simple for both individuals and companies establishing retirement plans for their employees. Whether you’re at the beginning of your professional journey or nearing the end of it, we’ll prioritize your needs to help ensure your financial plan aligns with your goals. Our first step, always, is to listen. This isn’t just the right thing to do, but it’s also the smart thing to do. It allows us to better serve you and makes it easier for us to prioritize your goals and your needs.