Events and Photos

End of Summer Celebration - October 4, 2019

Our 2019 End of Summer Celebration was a smashing success with over 300 people in attendance!

Many clients remarked that listening to Alter Eagles (The Eagles tribute band) was like listening to the radio. The band was spot-on with Eagles hits from the 70's. Dinner for the evening was spot-on too. The dance floor was crowded all night long as everyone danced and sang along to the amazing music.

We also celebrated Balanced Asset Management's 30th anniversary by recognizing 17 families who have been our clients for the entire 30 years or longer. We were so happy to have five of those families in attendance and we honored each with sincere gratitude and a small gift. Without them, Balanced Asset Management would not be as successful as it has become. 300 people were able to join us and celebrate because those original families told their friends and families. They told our story of service. They shared our investment ideas. The word spread. And we grew. 2019 is shaping up to be one of our biggest growth years ever. Thank you so much if you were able to join us. It was our pleasure to thank you for your confidence in us.

Please click on the album below to view photos of this special night!

End of Summer Celebration - October 28, 2018

Money talks
But it don’t sing and dance
And it don’t walk
And long as I can have you here with me
I’d much rather be
Forever in blue jeans.

Wow. That was fun. The 204 clients and guests who attended our very first End of Summer Celebration all seemed to have a great time on Friday, September 28th. The salmon was moist and flaky. The filet mignon could be cut with a butter knife. The drinks were flowing from the bar and then the music started. The Diamond Project, a 12 piece Neil Diamond tribute band was the hit of the night. Halfway through their three hour performance they gave a tribute to all of those who had served in our armed services and we all stood and sang our national anthem together. Not as Democrats or Republicans, but as Americans! They followed that with the hit song America. Of course the big highlight came at the end of the night when we all sang Sweet Caroline together. So good, so good!

It was by far our best event ever over the past 29 years. That includes all 52 of our Client and Guest Nights.

We hope you all enjoyed it as much as we did. If you couldn't make it, we hope to see you next fall. We have already begun the planning process and we welcome your feedback and ideas!

Please click below to enjoy photos of this wonderful event!