The Balanced Wealth Approach

What good is a seven-figure portfolio if you’re buried six feet underground?

Between recessions, inflation, market fluctuations, and the advancing ages of the Boomers and Gen X, many Americans are concerned about their retirement savings and wealth management for their children and grandchildren. How much will I need to save? What investment vehicles are best? What will my income be after I stop working? Is it too late to start building generational wealth?

Those are all excellent questions, but none of the answers address your core values.

In The Balanced Wealth Approach, CFP® and wealth manager Tom Hine reframes the retirement discussion by emphasizing healthcare as well as wealthcare. Tom invites readers to reconsider what living a rich life truly means.

Combining his four decades of experience in finance with his lifetime of passion for martial arts, health, and fitness, Tom challenges his clients and readers to make wellness their number-one investment. He shares the latest research and medical practices focused on longevity, provides tips for improving and tracking your health, and offers encouragement for mental healthcare and spiritual practice. The Balanced Wealth Approach is a lifestyle that ties financial wealth to overall well-being so you can live a long, healthy, prosperous life.

Think bigger with your wealth and your health, and set your sights on a vibrant, active, enriching life well into your nineties and beyond!

Tom Hine is the founder of Capital Wealth Management in Connecticut, with over thirty years of experience in the financial services industry. He is a chairman's level advisor (top 4 percent) at his broker/dealer, Commonwealth Financial Network, the country's largest privately-held broker/dealer, with approximately $273 billion in assets under management. Tom's wealth management journey started after receiving his MBA from the University of Connecticut in 1986. His lifelong interest in the intersection between wellness and wealth precipitated his focus on the importance of investing in health.

Tom is the author of two previous books, NASD Arbitration Solution: Five Black Belt Principles to Protect and Grow Your Financial Services Practice and The Zen of Business Acquisitions. He also hosts the SuccessionFit Podcast, a monthly podcast that explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy.

Tom is a fourth-degree black belt in Shotokan Karate. He has been practicing his craft for more than thirty-five years and studying primarily under the esteemed Sensei Masataka Mori; he also attended many summer camps taught or led by Sensei Hidetaka Nishiyama and Sensei Keinosuke Enoeda.