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A wealth of perspective
working for you.
With 35 years of wealth management experience, our knowledge runs deep. We build long-term, trusted relationships based on expertise, sincerity, and impact.
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What’s your legacy of possibility?
Whether you've started a business, inherited wealth, or steward an institution,
we can help you build what comes next.
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What is your "Why?"
"So many people talk about the management of money, but, really, before you even talk about any of that, you have to get the why, the question behind the question." – President and Head of Multi-Family Office, Brittain Prigge, CFA
Who are you beyond your wealth? How do you wish to be remembered? After nearly four decades, we’ve learned the questions to ask to understand our clients' needs — offering our wealth of perspective to help protect and grow the wealth they’ve worked so hard to build.
Our vision stands the test of time.
When Robert Balentine and his father, Bob Balentine, saw the chance to build a different kind of investment firm in 1987, they chose "what could be" over "what is."
Several decades and billions of dollars in assets under management later, Balentine is still choosing potential — backed by proven processes, exceptional people, and an unemotional, data-driven investment process to create performance.
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The Balentine Difference
We wrote the book on wealth and legacy.
Your wealth was built bit by bit, day by day. Your legacy will be as well. But what does it take to build a meaningful legacy, and how can your wealth best support future generations?
Authors Robert Balentine and Adrian Cronje, Ph.D., share stories that illuminate guiding principles and provide practical steps entrepreneurs can take to avoid the Shirtsleeves to Shirtsleeves phenomenon.
Frank Blake
Former Chairman and CEO, The Home Depot
Paul Bouchey
Journal of Wealth Management
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