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.