Value Architects

by Roger S. Balser

Overview

Value Architects takes you behind the scenes of a new era in wealth management, where creating meaningful impact and leaving a legacy are just as important as growing financial wealth. In a conversational style that's as refreshing as it is insightful, this book pulls back the curtain on the professionals known as "value architects"—advisors who go far beyond the spreadsheets and investment portfolios.

Guided by Roger S. Balser, a seasoned value architect, this book reveals how wealth is about more than just numbers. It's about personal dreams, family values, and crafting a legacy that resonates for generations. You'll discover:

• Holistic Wealth Management – how true financial success aligns with what you value most
• Personalized Financial Strategies – why cookie-cutter plans don't work and what a tailored approach looks like
• Legacy and Impact Planning – the steps to building a legacy that transcends material wealth
• Lifelong Engagement – why relationships that evolve over time are the backbone of effective wealth management

Whether you're a business owner, an entrepreneur, or someone considering their own legacy, Value Architects is your invitation to rethink what wealth means. It's time to shift from managing money to creating lives filled with purpose, impact, and lasting success.

If you're ready to elevate your financial journey and think beyond the balance sheet, this book is your blueprint.

Product Details

BN ID:	2940180554888
Publisher:	Roger S. Balser
Publication date:	11/02/2024
Sold by:	Draft2Digital
Format:	eBook
File size:	253 KB

About the Author

Picture this: a blue-collar kid from Elyria, Ohio, barely scraping by. If you'd told me back then that one day I'd be a "Value Architect" for high-net-worth business owners, I'd probably have laughed you off.

Life threw curveballs. My dad left when I was 19, and two years later, we faced foreclosure. My brother and I hustled through jobs just to keep our heads above water. It was rough, but those early struggles toughened me in ways I couldn't imagine.

Then came the game-changer: discovering entrepreneurship. I went back to college, joined a championship football team, and learned grit, discipline, and teamwork. That experience prepared me for more than managing money—I became a Value Architect, helping business owners protect wealth and build legacies.

But let's get real: the grind took over, and soon my mantra became "crush it, crush it, crush it." Stress burned me out. I quit working out, lost my balance, and frankly, wasn't great to be around. It took stepping back to refocus on my family and myself. And guess what? My business didn't just survive; it thrived.

That transformation reshaped my understanding of being a true Value Architect. It's not just numbers; it's building a life you love, rooted in purpose and legacy. I showed up for my kids' events—swimming, tae kwon do, lacrosse—and even led a community push to build a $5.6 million aquatics center, founding a summer swim team.

One day, another advisor asked how I balanced it all, and my answer was simple: "You gotta prioritize." True wealth isn't just about making more money; it's about showing up and building something meaningful.

Today, my kids are  U.S. military officers, and I've found a new passion in sailing. As the mastman on a J29 named Team Red Dog, being out on the water is my reset, my time to reflect on life's bigger picture.

Now, I work from home with coffee in hand, my cat and dog by my side, sharing my journey on LinkedIn to help business owners make the leap from financial success to a legacy that truly matters. My journey proves that even if you start from scratch, a little grit, a lot of heart, and a clear vision can make you the architect of your own legacy—without sacrificing what matters most.