Bespoke Wealth Advisory with Curated Access to Private Investments
The Ballast Rock Private Wealth Difference
At Ballast Rock Private Wealth we provide personalized private wealth management solutions, curated investment access, and unique expertise in alternative investments.
How We Work
Our proven four-step process allows us to gain a deep, nuanced understanding of your unique financial landscape. Each recommendation we deliver is grounded in rigorous analysis, informed by extensive research, and always guided by your best interests. Through a methodical, precision-driven approach, we craft a bespoke financial plan designed to give you greater clarity, control, and the freedom to enjoy your wealth with confidence.
1. Explore Meeting
An in-depth conversation to understand your priorities, aspirations, and unique financial landscape.
2. Kickoff Meeting
Establishing our working relationship, defining objectives, and aligning on scope.
3. Planning Meeting
We develop a bespoke, research-driven strategy that integrates your goals with proven wealth-management principles.
4. Action Meeting
Implementation with precision, ongoing oversight, and adjustments to keep your plan aligned with evolving opportunities and objectives.
Frequently Asked Questions
Your Wealth. Your Legacy. Your Peace of Mind.
Strategic guidance to safeguard your assets, preserve your legacy, and ensure your retirement years are lived without concern.