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.
Goal-based Investing
Build a custom portfolio, based on your unique planning needs with a particular focus on private market investing to reduce volatility.
Business Planning
Develop strategies to help business owners optimize the value of their key investment, including retirement plans, executive compensation, growth acceleration, and exit planning.
Tax
Strategy
Optimize deductions, trusts, retirement plans, charitable giving, and conversion strategies to manage taxes.
Liquidity Planning
Forecast your spending and wealth through sophisticated modeling using best-in industry technology.
Estate
Planning
Thoughtfully plan your legacy with wealth transfer considerations.
Multi-Generational Planning
Empower and educate the next generation to manager their wealth for generations to come.
Knowledge & Experience
Our team consists of industry professionals with broad backgrounds and experience in holistic financial planning, public and private market research and management, and sophisticated portfolio construction. With over 25+ years of experience, our team has a deep understanding of the needs of high-net-worth individuals and families, as well as reach into the family office market.
Managing Your Most Important Asset
Ballast Rock Private Wealth takes a holistic approach to wealth management, advising on their clients’ personal finances, along with broader aspects of their business, to ensure complete alignment across the various facets of their wealth.
A Focus on Diverse Assets
Accredited investors could be better served working with an RIA who has deep experience with alternative assets and knows how to construct a well-balanced portfolio designed to meet each individual clients’ goals. From private credit and real estate to growing a family business, Ballast Rock Private Wealth considers all asset types, constructing portfolios and managing businesses with an eye toward building long-term generational wealth.
The Ballast Rock
Private Wealth Mission
HOW WE
DO IT…
All investing involves risk and no strategy can assure success or completely protects against loss. However, diversification and active portfolio oversight combined with a more complete understanding of the tools and investments available to investors can best be utilized to maximize return-on-risk.
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Providing consolidated reporting, assessing fees and performance, and coordinating the role of managers in your overall portfolio.
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Optimize thorough use of deductions, trusts, retirement plans, charitable giving, and conversion strategies to help manage taxes.
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Ensure proper structures to manage taxes, while addressing planning objectives.
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Thoughtfully plan your legacy with wealth transfer considerations.
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Make effective use of benefits and compensation, including incentives, equity, and retirement plans.
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Coordinate your segregated advisors (CPA, Attorneys, Investment Mangers), into one cohesive team.
Who We Work With
Our clientele consists of individuals, families, and entrepreneurs from a range of backgrounds and geographic locations.
Family Office
Entrepreneurs
Accredited Investors
Year End Letter from Ballast Rock Private Wealth CEO Andrew Mescon discussing growth of the team and growth of the BRPW business.