About

Who We Are

We help entrepreneurs and families manage their wealth by showing them what is possible, probable, and achievable. We are committed to providing clients the answers and peace of mind they seek as they face the many “what if” questions in life. We put clients’ needs, ambitions, and values at the center of everything we do, and we translate their aspirations into solutions to help them realize their goals. At Balentine, we seek to deliver an exceptional client experience in addition to consistent, long-term investment results.

Privately Owned

We are 100% employee-owned, helping to ensure stability of purpose and alignment of interests.

Client Experience

Our client experience drives the investment process, not vice versa.

Full Balance Sheet Focus

We remain focused on the entire balance sheet, not just investable assets.

Efficient Management

We emphasize cost-effective and tax-efficient implementation solutions.

Client Bill of Rights

We are committed to helping you achieve your goals because your future is at stake. The following represents what you can expect from us as your wealth manager and trusted advisor.

Our Commitment to You

We believe a carefully crafted, balanced approach to managing money is equal parts art and science.

Client Bill of Rights

Our Commitment to You

We are not beholden to any institution, only our clients who have entrusted us to build their future.

Client Bill of Rights

Our Commitment to You

We believe it is just as important to preserve wealth as it is to build it.

Client Bill of Rights

Our Commitment to You

From utilizing the latest technology to drawing upon our decades of experience, we will leverage everything at our disposal to protect your future.

Client Bill of Rights

Our Commitment to You

We believe that every client relationship must be anchored by trust and a shared belief that we are partners in creating your future.

Client Bill of Rights

Our Commitment to You

No matter the market forecast, we are confident our holistic approach and ability to be nimble will enable us to deliver consistent long-term investment results.

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Contact Us

Looking for guidance in managing your wealth? Balentine is committed to providing the education and advice our clients need to realize their goals.

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