Kyle Balcos is a Wealth Advisor at Hightower Bellevue with over a decade of experience helping professionals and families plan their financial futures. As a trusted advisor, Kyle is passionate about helping his clients achieve their financial goals and enjoys diving deep into assisting them in creating and maintaining their generational wealth.
With professional experience in many facets of wealth management, Kyle possesses a comprehensive skillset that allows him to provide personalized service to each client. Joining Hightower Bellevue in 2021, a fiduciary wealth planning office, allows Kyle to broaden the way he engages and assists his clients. By working with a firm that more closely aligns itself with the best interest of the clients, Kyle can provide objective advice that mitigates any conflicts. As a Wealth Advisor, he specializes in helping high-net worth individuals build a strong financial framework for their loved ones by taking a 360-degree approach to financial planning and creating custom financial structures for each client. He takes pride in guiding each person through the process and educating them about the different services and tools they can use to accomplish their goals. Helping his clients leave a legacy allows Kyle to know he is truly making an impact.
Kyle began working at age 15 and quickly became infatuated with the idea of saving, thus began his passion to learn about managing money. He worked two jobs, saved everything he could to provide himself with a better future and transitioned to the financial industry. Prior to joining Hightower Bellevue, he worked in private banking for about ten years and served as the main point of contact for clients with complex financial needs; helping them with lending/ credit strategies, risk management, insurance needs, portfolio/ investment management, retirement planning, trust and estate planning, and various other items.
Outside of work, Kyle loves spending time with his wife, two active sons, two dogs, and cat. He enjoys cycling, coaching his sons’ baseball team, camping, and travelling to Mexico with his family.
If you are interested in meeting with Kyle to discuss your financial planning needs, please click on the link to schedule a meeting.