Business Hours
Monday 08:30am - 06:00pm
Tuesday 08:30am - 06:00pm
Wednesday 08:30am - 06:00pm
Thursday 08:30am - 06:00pm
Friday 08:30am - 06:00pm
Saturday Closed
Sunday Closed
Ballast Rock Private Wealth Verified by Synup
Listed In: Financial Planning
Ballast Rock Private Wealth is an independent, SEC-registered investment advisor in Charleston, South Carolina, serving high-net-worth individuals, families, business owners, and entrepreneurs. We coordinate advanced financial planning, tax alpha strategies, estate planning, and custom investment… Ballast Rock Private Wealth is an independent, SEC-registered investment advisor in Charleston, South Carolina, serving high-net-worth individuals, families, business owners, and entrepreneurs. We coordinate advanced financial planning, tax alpha strategies, estate planning, and custom investment strategies under one roof, including access to private market investments typically out of reach for individual investors. Our strategies are designed to help clients manage and transfer wealth across generations. We operate as a fiduciary. We are compensated primarily through a percentage of assets under management. Certain life insurance products may pay our advisors a commission. Book a conversation: 800-204-2513 Read more