Who Are We?
Ballentine Partners is a client-centric investment and wealth management firm dedicated to integrity and independence. Read more about how we got started.
As an independent company, the advice we give is entirely objective and focused on your best interests, with no product sales or commissions.
Serving a broad range of clients, from individual professionals and entrepreneurs with $3.5 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise.