Integrated wealth management, built exclusively for you

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OUR SERVICES

When planning drives strategy, your wealth has purpose.

01 Integrated Financial Planning

Turn life’s complexity into clarity with a living financial blueprint that adapts to your goals for decades to come.

02 Custom Investment Strategies

Your goals, time horizon, liquidity needs, tax circumstances, and risk profile all drive the allocation process.

03 Tax Alpha

We leverage structures and investments designed to maximize after-tax compounding over the long term.

04 Estate Planning

Protect loved ones and empower future generations through sophisticated wealth transfer and legacy strategies that endure.

05 Business Owner Advisory

Maximize the value of your business, protect what you’ve built at exit, and move confidently from owner to investor.

06 Private Placement Life Insurance

An institutional investment strategy designed to enhance net portfolio returns by materially reducing certain tax exposure.

our team

About Ballast Rock

We are a team of advisors who believe world-class wealth management shouldn't be reserved for the few. We integrate advanced financial planning, tax alpha strategies, estate planning, and custom investment strategies to deliver the rigor, access, and personal attention of a private family office to every client.

We built this firm on the belief that our clients deserve the same caliber of investment strategy, tax planning, and wealth structuring that we spent our careers delivering to institutions. We see no reason our clients should have access to anything less.

Andrew Mescon — CEO

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disclaimer

Ballast Rock Private Wealth is an SEC-registered investment advisor. This material is educational and is not tax, legal, or investment advice. Private placement life insurance is available only to those who meet accredited investor and qualified purchaser requirements. PPLI does not offer guaranteed returns and the value of the underlying investments can rise or fall.

The information on this site is provided “AS IS” and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, Ballast Rock Private Wealth (referred to as “BRPW”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. BRPW does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall BRPW be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall Ballast Rock Private Wealth have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.

To check the background of BRPW and its advisors, visit FINRA’s BrokerCheck.

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