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.
- Gold for Best Wealth Management Firm
- Gold for Best COO Anthony Colancecco, CFP®, CRPC™
- Silver for Best Small Size Company
- Silver for Best CEO Bryan Ballentine, CFP®, CRPC™
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.
Qualified Charitable Distributions (QCDs): A Guide to Tax-Efficient Giving
Qualified Charitable Distributions (QCDs) provide individuals aged 70½ or older with a tax-efficient way to support charitable organizations while potentially fulfilling Required Minimum Distribution (RMD) obligations. Here is an overview of how QCDs work, their benefits, and key considerations for integrating them into your financial plan.
