Wealth Management & Retirement Planning
A Different Degree of Wealth • Greenville, SC
Wealth Management
Wealth Management
Learn MoreRetirement Income Planning
Retirement Income Planning
Learn MoreHigh Net Worth
High Net Worth
Learn MoreBusiness Services
Business Services
Learn MoreConnected by Community Podcast
Connected by Community is a podcast designed to connect with small businesses, non-profits, personal endeavors, and hobbies for the betterment of the community.
- Silver for Best Wealth Management Firm (2024)
- Gold for Best COO Anthony Colancecco, CFP®, CRPC™ (2023)
- Silver for Best Small Size Company (2023)
- Silver for Best CEO Bryan Ballentine, CFP®, CRPC™ (2023)
Team member Anthony Colancecco was recently awarded 2022 Best & Brightest 35 & Under, honoring outstanding young leaders for their professional and community contribution, who are rising stars in the business community.
Wealth Management Services
Retirement Planning • Investment Analysis • Tax Planning • Financial Planning • Risk Management
Located in Greenville, South Carolina, Ballentine Capital Advisors will help you implement a financial plan with an experienced retirement advisor that will set you up for success. We work with individuals and businesses to assess, plan, implement, monitor, and review all the components that make up their overall wealth. We help minimize the tax and administrative burden of inferior planning.
Positioning Your Portfolio for Summer
As we head into summer, many investors find themselves reflecting on their financial strategies. Historically, May and the months that follow can bring increased market volatility—a phenomenon often referred to as the “Sell in May and go away” effect. While these seasonal trends capture news headlines and some people’s attention, the key to long-term success is not about making drastic moves but positioning your portfolio wisely and staying disciplined with your financial plan.
