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Home > Financial Planner Directory > Florida > Lauderdale-by-the-Sea > Thomas W. Balcom, CFP®, CAIA, MBA
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Thomas W. Balcom, CFP®, CAIA, MBA

1650 Wealth Management, LLC

255 Commercial Blvd
Suite 200
Lauderdale-by-the-Sea, FL 33308
Phone: (800) 658-9560
Fax: (866) 574-1087

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • Men's Finances
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.