Tim Power is a financial advisor & wealth architect, with over 22 years of experience helping clients build out their dream life, focusing on their family and super power, as Tim and team take care of all the financial building blocks you should be aware of along this journey of life. Through assessing a client’s full financial situation, goals, and objectives, Tim works to connect them with key professionals that matter in their life – tax attorneys, estate planners, and a deep list of trusted experts in almost every vertical, and together work to implement customized solutions for each unique client.
Tim is a trained artist, having sold numerous paintings through galleries and private collectors over 30 years. He looks for depth in relationships the way a landscape painter looks for depth in the colors he uses to represent mountains way off in the horizon. Tim enjoys traveling the world with his children, spending time with his mini goldendoodle Roscoe and volunteering for nonprofits (Treasurer of Generosity Feeds https://generosityfeeds.org and Member of Purposeful Planning Institute( https://
What does Balance mean to me? “Balance is the constant tension between the things I have to do and the things I want to do. It’s that place where art meets science, the freedom to create the life we want, while staying within the speed limit and paying taxes!”
Tim finds balance through activities like skateboarding with his 15 yo son, hiking, and snowboarding. Getting a pedicure and traveling through Mexico with his 16 yo daughter.
With his expertise and trusted relationships within the industry, Tim is dedicated to giving clients the guidance they need to make educated financial decisions and feel confident about their financial future and how everything should be working in concert.
Tim has 22 years financial services experience, working at Harvard Business School, Wachovia, BlackRock, NYLife, Surepath, and WealthSource. BalanceWealth is the culmination of best practices we learned working in sophisticated, institutional level engagements, helping individual and business owners decide what’s most important for them, based on their unique circumstance in life, business and health cycle. We then pull in the best expert advisors for tax forecasting, legal guidance, estate planning, mkgt integration, various coaching experts for C suite, benefits (401k/business insurance), to individual financial planning.
Some of Tim’s favorite (and least favorite) things:
- Favorite food: Vegetable Phó
- Least favorite: Raw Sea Urchin
- Favorite Drink: Arnold Palmer
- Favorite Sport: Snowboarding
- Favorite Activity: Paddle surfing (SUP) in the Atlantic Ocean with my loved ones
- Least favorite activity: driving behind a slow driver in the fast lane.
- Favorite Quote: “whoever can be trusted with very little can also be trusted with much”, J.C. Lk 16:10