LA
Leigh Anna Waters
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Work Experience
N/A
Sep 2023 - Present · 1 years and 3 months
N/A
Mar 2023 - Present · 1 years and 9 months
N/A
May 2021 - Jun 2022 · 1 years and 1 months
Company Details
Ballentine Capital Advisors specializes in working with individuals and businesses to assess, plan, implement, monitor and review the overall wealth of its clients. Our process… is designed to minimize the taxation and administrative burden that a lack of planning or bad planning may bring. Our goal… is to maximize the wealth creation and protection of our clients through dedicated guidance and unbiased views. We partner with our clients to review all areas of wealth to ensure that a coordination of total wealth management takes place. We foster strategic partnerships with other professionals such as CPAs and attorneys to make sure this process is a collaboration of experts for the benefit of our clients.
Year Founded
2006
Social Media
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Industry
Financial Services, Long Term Care
HQ Location
15 Halton Green Way Greenville, South Carolina 29607, US
Keywords
RetirementRetirement PlanningFinancial PlanningFinancial AdvisorWealth ManagementRetirement Income PlanningWealth Advisor
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