Our Founders
Tim Baltzer and Chris Stewart combined their service-industry strengths and affinity for numbers to make a successful wealth management duo.
In the early 2000s, after developing individual foundations in finance, they collaborated to serve clients and their families more directly through what was then known as Baltzer Wealth Management.
In the more than 25 years since its first inception, the original firm has grown to encompass a full team of wealth management professionals, a host of tailored services, and a transformation into an overarching brand that echoes the founders’ original values.