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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

Wealth Management Services

A Different Degree Of Wealth

INQUIRE ABOUT YOUR FINANCIAL MANAGEMENT

Wealth Management Services

Ballentine Capital Advisors specializes in working with South Carolina individuals and businesses to assess, plan, implement, monitor and review the overall wealth of its clients.


| Our process…

is designed to minimize the taxation and administrative burden that a lack of planning or bad planning may bring.


| Our goal…

is to maximize the wealth creation and protection of our clients through dedicated guidance and unbiased views.


We foster strategic partnerships with other professionals such as CPAs and attorneys to make sure this process is a collaboration of professionals for the benefit of our clients.

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| Areas of Focus

Wealth Maximization
Wealth Maximization Planning

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

 Retirement Income Planning
 Retirement Income Planning

• Helping to create retirement income that fulfill your lifestyle
• IRA rollovers
• Pension election options and rollover decisions
• Portfolio analysis and design

Wealth Maximization
Investment Portfolio Analysis & Planning

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

 Retirement Income Planning
 Small Business Planning

• Ownership structure evaluation for estate and tax planning strategies
• Planning for buy-sell options for the owners
• Business succession planning

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

We are currently accepting qualified South Carolina clients as well as clients nationwide. Please contact us through the link below.

GET STARTED
Wealth Maximization
 Tax Planning Strategies

• Strategies to reduce taxes through investments & ownership
• Planning for the maximum use of tax deductions
• Strategies to defer taxes
• Techniques to reduce income tax within a family

 Retirement Income Planning
 Risk Management

• Evaluating asset & income protection in case of disability or death
• Helping to evaluate current and future risk exposure
• Long-term care protection
• Analysis of current insurance

Wealth Maximization
 Insurance Planning

• Life Insurance
• Disability Income Insurance
• Long Term Care Insurance
• Health Insurance

 Retirement Income Planning
 Estate Planning

• Strategies to reduce or eliminate estate taxes, probate expenses, delays, and publicity
• Family asset management and generational planning
• Assistance with evaluating titling and ownerships of assets

Wealth Maximization
Retirement Plans & Employee Benefits

• Evaluation of best plan type for business and employees (401k, SEP, SIMPLE IRA)
• Current plan evaluation and analyzation for efficiency, purpose, and cost
• Plan investment analyzation
• Educational workshops conducted for employees on investment planning

Questions?

We can help!

CONTACT US HERE

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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
  • Email
  • Map & Directions

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