Roger S. Balser is the founder of Balser Wealth Management, LLC a multimillion-dollar diversified wealth management consulting firm based out of Cleveland, Ohio and providing clients throughout the U.S. with practical and effective methods for improving their financial positions and getting more out of what life has to offer.
Roger is the "go-to" wealth management consultant for such trade publications as Medical Economics News, Agency Sales, The Wholesaler, EyeWorld, Ophthalmology Business, Plastic Surgery Practice, and Columbus Bar Journal.
He's addressed a host of professional organizations nationwide, including Financial Executives International, Association of Independent Manufacturer Representatives (AIM/R), Manufacturers’ Agents Association for the Foodservice Industry (MAFSI), Akron Bar Association, Power-Motion Technology Representatives Association (PTRA), American Lighting Association (ALA), and Ohio Society of CPA’s.
Roger lives in Avon, Ohio with his wife and two children, and when he's not vying for fame and fortune futily competing in hot sauce contests, you can find him biking around town.
Roger's informative and entertaining presentation, "Game-Changer Investing: How to Grab the Bull by the Horns," teaches you how to easily manage your investment portfolio and stay on top of trends and shifts in the market. You'll learn a simple and no-nonsense approach to sizing up and selecting investments, utilizing a top-down objective approach that relies on the proven "Point & Figure" price charting method popularized by Charles Dow in the late 1800s. Roger's presentation concludes with his popular "Buy, Sell or Hold" lightening round, where he provides instant feedback on which direction your personal investments are headed.
I encourage you to call me directly at 440-610-3012 and sign-up for my Two-Minute-Tuesday Report, just complete the information in the sidebar.