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Balentine's Year In Review 2023
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Since its introduction, The Balentine Way has become a part of the fabric of our firm. These 30 Fundamentals guide how we strive to treat clients and each other. As we reflect on the past year, six of our fundamentals have shone through: Have a Growth Mindset; Be a Lifelong Learner; Invest in Relationships; Demonstrate a Passion for Excellence; Give Back, Pay it Forward; and Keep Things Fun.
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Browse our collection of resources from trusted thought leaders.
Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more.
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Balentine Blueprint
Our plans aren’t static documents reviewed once a year. We take a holistic approach, prioritizing what matters most to you and continually reassessing and updating your plan as your needs evolve.
Family & Legacy Guide
Conversations about wealth, transfer, and legacy can be some of a family’s most challenging. Our Family & Legacy Guide discusses building resiliency, avoiding the pitfalls of sudden wealth, and fostering hopeful, intentional discussions.
5 Key Questions To Simplify the Complexity of Your Business Transition
Transitioning your business may be the biggest financial decision of your life. Our guide offers insights from our experienced team to help you save time, money, and avoid common pitfalls.
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