Private Wealth Advisory With
Smarter Strategies for Sophisticated Wealth.
What We Do
The Ballast Rock Private Wealth Difference
We integrate comprehensive financial planning with advanced tax and estate planning techniques to deliver bespoke investment solutions for wealthy individuals and their families.
Advanced Financial Planning
Turn life’s complexity into clarity with a living financial blueprint that adapts to your goals for decades to come.
Learn More →Custom Investment Strategies
Achieve true diversification with portfolios designed around your advanced financial plan — blending public markets and private markets to pursue investment returns with reduced volatility.
Learn More →Tax Alpha Strategies
Maximize after-tax wealth by structuring investments and strategies for tax efficiency and after-tax compounding growth.
Learn More →Estate Planning
Protect loved ones and empower future generations through thoughtful wealth transfer and legacy strategies that endure.
Learn More →Business Owner Strategy
Optimize business value, preserve more of the wealth you’ve created at exit, and transition confidently from owner to investor with advanced strategies years before the sale.
Learn More →About Us
True wealth is more than money.
At Ballast Rock Private Wealth, we believe true wealth is more than money, it is purpose that drives you and the future legacy you create for your family. Our collaborative team integrates advanced financial planning, tax alpha strategies, estate planning expertise, and custom investment strategies, including exclusive access to private market investments, to deliver enduring value across generations.
In the Press
Financial Industry Press turn to our Team for Thought Leadership
Market Pulse – May 2026
Read Article →Jake Fetchen Joins Ballast Rock Private Wealth as Wealth Advisor
Read Article →Positioning Portfolios for Volatility Amid Rising Oil Prices and Geopolitical Uncertainty
Read Article →Begin the Conversation
Your Wealth. Your Legacy. Your Peace of Mind.
Smarter strategies, trusted by families and business owners with their wealth.
Talk with an Advisor