Scott McClatchey, CFP®, Joins Ballast Rock Private Wealth as Senior Wealth Advisor
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.
CHARLESTON, S.C., November 3, 2023 -- Ballast Rock Private Wealth (“BRPW”), an independent registered investment advisor that provides holistic financial advice to accredited high-net-worth individuals, today proudly welcomes Scott McClatchey, CFP®, as the newest addition to its team, joining as a Senior Wealth Advisor.
Mr. McClatchey brings a wealth of experience and expertise, specializing in financial planning, wealth management, and investment strategies tailored for high-net-worth individuals, families, professionals, business owners, and company executives. With his extensive knowledge, Mr. McClatchey will be providing comprehensive financial guidance that aligns with the unique needs and goals of BRPW’s clients.
"We are delighted to welcome Mr. McClatchey to Ballast Rock Private Wealth," said Andrew Mescon, Chief Executive Officer of BRPW. "His experience, dedication to client success, and community involvement make him an excellent fit for our team. We look forward to the positive impact he will have on our clients and our firm."
Mr. McClatchey achieved the prestigious Certified Financial Planner (CFP®) designation in 2011, broadening his capabilities to offer a comprehensive suite of services spanning investments, insurance, retirement planning, estate planning, and tax mitigation strategies. His commitment to excellence has been recognized consistently, with Mr. McClatchey receiving the Five Star Wealth Manager award from Five Star Professional every year from 2019 through 2024.
Prior to joining BRPW, Mr. McClatchey built a successful career in the financial services industry. He initiated his journey in 2006 as an independent financial advisor with Raymond James Financial Services. In 2007, Mr. McClatchey co-founded Alliance Investment Planning Group, focusing on investment strategies, retirement planning, and insurance services. His journey continued in 2017 when he joined WWM Financial as a wealth advisor and CFP®.
"Joining Ballast Rock Private Wealth is an exciting opportunity to contribute to a team committed to holistic wealth management.” Mr. McClatchey said. “I am honored to be a part of a firm that prioritizes in-depth and sophisticated thinking to meet the expectations of affluent and high-net-worth families."
Before entering the financial services sector, Mr. McClatchey enjoyed a distinguished 22-year career as a systems engineer and business/management specialist in the satellite communications and services industry. His tenure included significant contributions at Hughes Electronics, Ball Aerospace, DIRECTV, and XM Satellite Radio.
Mr. McClatchey is actively engaged in his community. Currently, he is involved with The Rotary Club of Carlsbad, the Financial Planning Association (FPA), and the Carlsbad and Encinitas Chambers of Commerce. Mr. McClatchey serves as the president of North Coast Business Group, a networking and referral organization in North San Diego County.
BRPW was formed in 2022 by investment management firm Ballast Rock to help individuals, families, business owners, entrepreneurs, and family offices seeking objective, unbiased guidance, with an enhanced focus on alternative investments.
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About Ballast Rock Private Wealth:
Ballast Rock Private Wealth is an independent Registered Investment Advisor that provides holistic financial advice to accredited high-net-worth individuals. The firm, formed last year by investment management firm Ballast Rock, focuses on offering objective, unbiased guidance with an enhanced focus on alternative investments.
About Ballast Rock
Ballast Rock is an integrated investment management company specializing in delivering risk-adjusted returns, accurate, and timely advice, high quality frequent reporting, and direct access to management. Ballast Rock operates Ballast Rock Asset Management, Ballast Rock Private Wealth, and Ballast Rock Capital. Ballast Rock Asset Management comprises Ballast Rock Real Estate, which includes the firm’s Sunbelt multifamily real estate funds, and Ballast Rock Ventures, comprising venture capital and private equity teams. Ballast Rock Private Wealth is a registered investment advisor, with a focus on alternative strategies. Ballast Rock Capital (member FINRA/SIPC) is an SEC-registered broker-dealer. Ballast Rock is committed to being a driver of positive change. The diversity of our team members brings valuable new perspectives to our industry for the benefit of our stakeholders and the broader community.
Investment Disclosure
The information contained in this press release has been prepared by Ballast Rock Holdings LLC (“Ballast Rock”) without reference to any particular reader’s investment requirements or financial situation. Potential investors are encouraged to consult with professional tax, legal, and financial advisors before making any investment into a private offering of securities. An investment in private securities would be speculative and would involve a high degree of risk. Investors must be prepared to bear the economic risk of such an investment for an indefinite period of time and be able to withstand a total loss of their investment. Please consider carefully the investment objectives, risks, transaction costs, and other expenses related to an investment prior to deciding to invest. Ballast Rock Capital LLC (“BRC”), MEMBER: FINRA / SIPC. BRC’s registered head office is 460 King Street, Suite 200, Charleston, SC, 29403. Tel: 800-204-2513. To check background information about BRC and its representatives, visit FINRA’s BrokerCheck. Please see important disclosure information in our Form CRS.
