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Ballentine Capital Advisors

Ballentine Capital Advisors is a Greenville, SC financial planning firm. Our financial advisors help clients with wealth management and retirement planning

  • About Us
    • Our View
    • Staff
      • J Bryan Ballentine
      • Anthony Colancecco
      • Cameron Cannon
      • Eric Stein
      • Mario Nardone
      • Katrina Morris
      • Stephanie Monroe
      • Tyler Burns
  • Services
  • Education & Video
    • Weekly Newsletter
    • Videos & Presentations
    • Educational Series
    • Resources
  • News & Media
  • Client Access
  • Contact Us
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WEALTH MANAGEMENT & RETIREMENT PLANNING

Headquartered in Greenville, South Carolina – A Different Degree Of Wealth

HOW CAN WE HELP YOU?

Retirement Planning

South Carolina Retirement Planning Services

• Helping create a stream of retirement income to fulfill lifestyle
• IRA rollovers
• Pension election options and rollover decisions
• Portfolio analysis and design

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Wealth Maximization Planning

Dedicated Guidance and Unbiased Views

• Assess wealth from all angles
• Investment, tax, and risk management coordination
• Professional collaboration with CPAs, attorneys, and others
• Family legacy planning

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Investment Portfolio & Planning

Call/Visit our Greenville, South Carolina, office to get started!

• Coordination of goals and investment strategies
• Portfolio evaluation and recommendations
• Tax alignment of investment planning
• Asset allocation to maximize risk/return optimization

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greenville north carolina financial advisor

Wealth management and retirement planning are very important to those who have achieved the level of success that allows them to enjoy life. Ballentine Capital Advisors, headquartered in Greenville, SC, understands what it takes to move from success to significance.

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.

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Our Services

1. Wealth Maximization Planning
2. Retirement Income Planning
3. Investment Portfolio Analysis & Planning
4. Tax Planning Strategies
… and more

Recent News

Check out where Ballentine Capital Advisors was featured on GVLtoday for participating in the Wear Your Stripes #forRMHCC campaign! See the full article here.

Tell us how we can help with your financial or retirement goals.

We are currently accepting qualified South Carolina clients as well as clients on a national level.
Please contact us through the link below.

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BALLENTINE CAPITAL ADVISORS

15 Halton Green Way
Greenville, SC 29607

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Contact Center

  • Tel: (864) 322-6046
  • Toll-free: (800) 507-8135
  • Fax: (864) 322-6048
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Accreditation

Ballentine Capital Advisors BBB Business Review

Copyright © 2022 Ballentine Capital Advisors
Advisory services through Ballentine Capital Advisors, Inc.
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Ballentine Capital Advisors
  • About Us
    • Our View
    • Staff
      • J Bryan Ballentine
      • Anthony Colancecco
      • Cameron Cannon
      • Eric Stein
      • Mario Nardone
      • Katrina Morris
      • Stephanie Monroe
      • Tyler Burns
      • Back
    • Back
  • Services
  • Education & Video
    • Weekly Newsletter
    • Videos & Presentations
    • Educational Series
    • Resources
    • Back
  • News & Media
  • Client Access
  • Contact Us