Carlsbad Chamber

Ballast Rock Private Wealth

Ballast Rock Private Wealth

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At Ballast Rock Private Wealth, we provide personalized private wealth management solutions based on our deep experience in financial planning and custom portfolio construction. We take an institutional-level approach to the families we serve, leveraging experience in public markets, fixed income, derivatives, and alternative investments to match the right plan and strategies to our clients’ goals. This includes curated investment access to select private market opportunities, to ensure an appropriate balance for our clients. Our team is experienced in managing key aspects needed to grow or exit a business, including legal, estate planning, tax and accounting, family governance and transactional support, among other services.

Member Since: 2024
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 (Date: 5/27/2024)