Wealth Management
Wealth Management at Balentine
Balentine views wealth management as the intersection of financial planning and investment management. Both are critical to helping clients achieve their goals with the least amount of risk. Too often, investors’ emotional reactions to headlines and market gyrations cause them to make poor investment choices. At Balentine, we have found the most successful investors are those who understand where they want to go, develop a plan for getting there, and stay true to the course.
Our Focus: Your Financial Needs and Goals
Balentine delivers truly objective wealth management solutions via a business model designed to eliminate potential conflicts. Our sole mission is to meet the unique needs of our clients. We marry the technical aspects of managing wealth, such as risk management and rates of return, with personal goals, such as education funding or charitable giving. As a registered investment advisor, Balentine is held to a fiduciary standard of care, ensuring your interests always come first. Learn more about our comprehensive financial planning services and how we work with our clients to outline, strategize, and achieve their financial goals.
Robust Financial Planning
Life gives you enough to worry about; your finances should not add to your stress. Armed with a team of experts and customized technology solutions, our advisors are here to help you gain peace of mind. Balentine utilizes industry-leading platforms to assess your risk tolerance and measure your progress to plan in real time. We combine decades of expertise with a suite of customized tools to help you identify the most efficient means of attaining your goals.
Customized Investment Solutions
At Balentine, we recognize no two clients are the same. Each of our clients has unique priorities, goals, and timelines for managing their wealth. Some may have a higher tolerance for risk while others may have specific tax situations to navigate. Due to a litany of potential variables, we believe no two investment portfolios should be exactly alike. Our lack of proprietary investment vehicles gives us the freedom to design specific strategies to meet your needs while ensuring our interests are always aligned with yours.
Easy Onboarding
Changing wealth advisors can be difficult. Our goal is to make the transition as smooth as possible. At Balentine, we ensure a seamless transition by having a dedicated team that works exclusively with new clients throughout the onboarding process. This approach guarantees that each client has a positive first experience. We believe this is a competitive advantage, and we encourage you to ask existing Balentine clients about their own onboarding experiences.