Balanced Capital Insurance

BC&I Wealth Management, founded in 1984, has established itself as a trusted partner in wealth management and retirement planning for individuals and businesses in Minnesota and beyond. With over $250 million in assets under management, our experienced team works collaboratively to tailor solutions that meet your unique financial goals and risk tolerance.

Our Mission

Our mission is to build lasting relationships with our clients and empower them to achieve financial security through:

• Integrity: We prioritize transparency and honesty in our interactions.
• Planning Solutions: We develop personalized strategies based on your individual circumstances and goals.
• Quality Service: We offer responsive and personalized attention to your needs.

Who We Are

BC&I Wealth Management is affiliated with Securities America, Inc., an independent Broker/Dealer that provides processing, product due diligence, compliance, and other valuable resources. Our team consists of experienced professionals holding industry certifications in financial planning, investment analysis, and retirement plans.

Our Expertise

We offer a comprehensive range of services to meet your diverse financial needs, including:

Wealth Management

• Comprehensive financial planning
• Investment portfolio management
• Retirement planning and 401(k) consulting
• Estate planning and philanthropy

Retirement Planning

• Goal-based retirement planning
• Contribution strategies for various plans
• Analysis and optimization of your existing retirement accounts
• Pension consulting and analysis

Insurance Planning

• Review and assessment of your insurance needs
• Risk mitigation strategies for unforeseen circumstances
• Personalized insurance plans tailored to your unique needs

Additional Services

• Business and continuity planning
• Employer retirement plan solutions
• Legacy planning and philanthropic guidance

Our Commitment

At BC&I Wealth Management, we believe in building strong, lasting relationships with our clients. We are committed to open communication, responsiveness, and proactively guiding you through the financial planning process.