1650 Wealth Management of Kendall

1650 Wealth Management of Kendall is a wealth management firm in Kendall, FL. The firm specializes in working with high-net-worth individuals, business owners, widowers, corporate executives, and retirees to simplify their financial lives. They provide investment management services, utilizing both active and passive strategies to create customized portfolios based on unique risk tolerance and investment time horizons. Their offerings also include retirement planning services designed to help clients manage cash flow requirements and prepare for their retirement years.

As a fee-only, independent Registered Investment Advisor, the firm operates as a fiduciary, meaning they are legally required to act in the best interest of their clients. The firm does not sell investment products or receive sales commissions, which allows for an objective approach to selecting from thousands of available investment vehicles. Their investment approach incorporates various asset classes, including domestic and foreign stocks, bonds, and real estate, through the use of exchange-traded funds, no-load mutual funds, and structured notes. The firm's founder, Tom Balcom, brings over 20 years of private wealth management experience to the practice.

Located on S Dadeland Blvd, the office is situated near the City College Miami Campus Library and is a short distance from the Dadeland South train station. The location is also conveniently close to the Palmetto Expressway, Dixie Highway, and South Dixie Highway.

The firm is recognized for its commitment to a transparent culture that places financial interests first. Through their independent structure, they maintain the freedom to select optimal investment products without the influence of corporate mandates or sales quotas.

1650 Wealth Management of Kendall provides dedicated, fiduciary-based financial guidance to the Kendall community.