Bespoke Wealth Advisory with
Curated Access to Private Investments

Wealth Management Executive Jamie Carroll, Joins Ballast Rock Private Wealth as a Wealth Advisor. Jamie, who will be based in Monroe, LA, joins us from Merrill Lynch, where she was a Financial Advisor.

With publicly listed equity representing a small fraction of US GDP, why aren’t more advisors talking to their clients about true diversification? Impartial investment advice should incorporate both public and private market asset classes and true diversification can only be achieved by considering the entire investable universe.

Warren Buffett, Peter Lynch, and John Bogle have each earned their place in the pantheon of world-renowned investors. Yet, all of the greats achieved wealth and success through different strategies. There is not a one-size-fits-all approach to investment management – nor should there be.

The Federal Reserve’s decision to cut the Fed Funds rate by 50bps last month was one of the most significant financial developments in the third quarter, if not the entire year. This shift toward a more dovish monetary policy stance contributed to stabilizing financial markets, particularly equities, and led to a renewed focus on risky assets, like U.S. stocks.

BRPW Wealth Advisor Joe Miller discusses the evolution of Private Credit as an asset class.

Wealth Management Executive Joe Miller, Joins Ballast Rock Private Wealth as a Wealth Advisor. Joe, who will be based in New Canaan, CT, joins us from Merrill Lynch, where he was a Financial Advisor.

BRPW CIO gives comments after August 5th, a very volatile day for the global financial markets.

BRPW’s Senior Wealth Advisor and Portfolio Manager Jim Carroll presents the 2024 Volatility Halftime Report

After a very disappointing April, the U.S. stock market indices rebounded sharply in May and June thanks to cooling inflation, strong corporate earnings and renewed expectations of a Federal Reserve interest rate cut by the end of the year.

During the first quarter of 2024, the U.S. stock market picked up where it left off at the end of 2023, fueled by a blend of economic optimism, the expectation of interest rate cuts, and enthusiasm for the burgeoning opportunities in artificial intelligence.

Senior Wealth Advisor Scott McClatchey, CFP® outlines what families should expect when we develop a financial plan at Ballast Rock Private Wealth. Every family is different, and your true financial plan should have several elements that Scott details in this article.

Learn why other advisors are not talking about private market investing.

Wealth Management Executive Scott McClatchey, CFP®, Joins Ballast Rock Private Wealth as Senior Wealth Advisor. Mr. McClatchey is a seasoned wealth advisor who has been repeatedly awarded for the excellence of his work and will be based in Ballast Rock Private Wealth’s San Diego office.

Earlier this Spring, we wrote two articles about the tailwinds providing extremely attractive risk-adjusted returns in the private credit markets, especially direct lending. Since then, the financial environment has only improved for private credit lenders, and large financial institutions are now beginning to wholeheartedly recommend the strategy.

Learn why accredited investors should consider private assets for their portfolios.

Watch this video to learn why Ballast Rock Private Wealth was started.

Wealth Management Executive Jim Carroll Joins Ballast Rock Private Wealth as Senior Wealth Advisor and Portfolio Manager. Mr. Carroll, who will be based out of Ballast Rock’s Charleston office, will manage portfolios for high-net-worth families and individuals.

Private market investments are not passive investments. Because of how disruption and innovation affect our economy, active management of private market investments by advisors and family offices is critical to identify the innovative companies taking advantage of the opportunities caused by broad economic, environmental and social changes.

Given the current stress on the banking sector, we strongly feel that private credit funds, especially middle-market direct lending platforms, can potentially offer attractive investment opportunities for suitable investors.

Given the current stress on the banking sector, we strongly feel that private credit funds, especially middle-market direct lending platforms, can potentially offer attractive investment opportunities for suitable investors.