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ASSET MANAGEMENT

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PRIVATE WEALTH
MANAGEMENT

Private Wealth Management - Mother and Daughter counting money

RETIREMENT PLANS

Retirement Planning - couple discussing options on the phone

FINANCIAL PLANNING

Financial Planning - Man planning his finances

ESTATE PLANNING

Estate Planning

SOCIAL SECURITY
CONSULTING

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Transparency. Integrity. Trust.

Founded in 1988, Ballew Wealth Management is one of the southeast’s premier wealth management firms with over $700 million of assets under management.

As an independently owned Registered Investment Advisory firm, we hold ourselves to the highest of fiduciary standards and have a fundamental obligation to always act in the best interest of our clients. Our depth of services offered includes investment advisory services to individuals, foundations and trusts, private wealth management, holistic financial planning, corporate retirement plan management, social security planning, and estate planning. Our clients realize the benefits of our firm’s team approach and the depth of over 300 years of institutional knowledge and investment expertise.

Our Mission: Place our client’s best interest above all else.

Investment Philosophy

We believe portfolios must be created to reflect the current economic conditions and market trends while custom tailored to fit our client’s needs. It takes a marriage of the two components to produce portfolios which meet our client’s investment goals. With ever increasing market volatility, advisors must have a deep understanding of capital market fundamentals and global macroeconomic perspective to design portfolios to minimize risk along with achieving appropriate risk-adjusted returns.

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Some Interesting Numbers

700 Plus

IN ASSETS UNDER
MANAGEMENT

With approximately $700,000,000 under our consistent care, we guarantee that yours will be well looked-after. In light of the constantly fluctuating market, we will protect your assets in the bear and add value to them in the bull.

300 Plus

YEARS ADVISING
EXPERIENCE

Our accomplished advisors bring an unmatched level of expertise to the table by holding certifications including CPA, CFP, and CRPS® as well as numerous series licenses. With advisor backgrounds in studying Social Security, Tax Law, Accounting, Business Administration, and Certified Financial Planning, our team members will present successful solutions to your needs.

Are you ready to invest?

Set up a meeting to discover more about how we help you make the most of your money.

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