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Balentine's Top 10 Tips for the New Year
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We’ve compiled ten tips for individuals and families to consider discussing with their wealth advisor in 2022. Click below to download as a PDF.
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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 Becomes A Third-Generation Family Firm
With Emily's election to Partner, our firm leadership reflects the spirit of multigenerational stewardship we seek to help our client families cultivate.
Michael E. Pearson Elected Principal
Mike will help shape firm strategy, strengthen collaboration, and guide teams through an increasingly complex regulatory landscape.
Emily Balentine Barbour Elected Partner
Emily's lived experience and deep passion for client service uniquely position her to drive the firm’s next phase of growth.
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