1650 Wealth Management of Kendall West

1650 Wealth Management of Kendall West is a wealth management firm in Kendall West, Florida, serving high-net-worth individuals, business owners, widowers, corporate executives, and retirees. The firm specializes in creating customized investment strategies and managing portfolios designed to protect and grow clients’ wealth. As a fee-only, independent Registered Investment Advisor (RIA), the firm operates with a fiduciary duty, ensuring decisions are made solely in the client’s best interest. Services include personalized investment management, retirement planning, and comprehensive financial reviews, all delivered through a transparent, client-first approach. The firm’s expertise is grounded in over 20 years of private wealth management experience, with a focus on alternative investments and diversified, long-term strategies. It serves clients across South Florida, with a primary presence in the Dadeland area.

The firm emphasizes independence and objectivity, selecting from thousands of investment vehicles without corporate mandates or sales quotas. It does not receive commissions, relying instead on a management fee structure that aligns its interests with those of its clients. The firm’s process is built on in-depth conversations, risk tolerance assessments, and ongoing portfolio monitoring, using a blend of active and passive strategies across asset classes such as domestic and foreign stocks, bonds, real estate, ETFs, no-load mutual funds, and structured notes. Its philosophy mirrors that of major endowments and pension funds, aiming to deliver stability and growth. The firm’s founder, Tom Balcom, brings extensive credentials including CFP®, CAIA, and an MBA from the University of Miami, and has been a fee-only advisor since 2000.

Located at 9100 S Dadeland Blvd, the firm sits just a short distance from key regional infrastructure. It is about 0.1 miles from the Dadeland South train station and the Palmetto Expressway, with South Dixie Highway and Dixie Highway both within a quarter-mile. The City College Miami Campus Library is located just 58 meters away, and Gator Plaza is approximately 0.2 miles down the road.

The firm is recognized for its clean, well-structured website and consistently documented business information, which enhances credibility and trust. Its commitment to transparency, fiduciary standards, and independent advice sets it apart in the local wealth management landscape. With a focus on long-term financial security and personalized service, 1650 Wealth Management of Kendall West stands as a trusted advisor for those seeking a dedicated, client-driven financial partner in South Florida.