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Balanced Asset Management is a fee based financial services firm specializing in family and small business wealth management. Our goal is to protect life savings and investments while creating opportunities to grow assets during times of economic upturns, using our Active Strategies. These investment strategies were conceived in the year 2000 after the economic downturn. We created five strategies for investors to suit various life goals: Conservative Active, Active IRA, Tax Aware Active, Active Plus and Alternative Active. We are currently licensed in 27 states including Ohio, Arizona, and Florida. We add licenses based on our clients’ needs, for instance relocation for jobs or retirement.

Elessar Investment Management is a financial services firm based in Cleveland, OH, specializing in investment management and wealth advisory services. With a focus on personalized strategies and long-term financial planning, Elessar Investment Management helps clients navigate the complexities of the financial markets to achieve their financial goals. Generated from their business information

Klopp Investment is a financial services firm based in Cleveland, OH, specializing in investment management and financial planning for individuals and businesses. With a focus on personalized strategies and long-term growth, Klopp Investment helps clients navigate the complexities of the financial markets to achieve their unique goals. Generated from their business information