Troy Davidson has joined the firm as a Wealth Advisor, with a focus on serving high- and ultra-high-net-worth clients. He will work closely with clients to provide for their holistic financial needs, including complex estate planning, tax minimization, and wealth management as viewed through a multi-generational prism.

More investment options, more complexity. The expanding universe of alternative investments demands specialized knowledge and smart technology to help identify and access the right opportunities for each client.

Year End Letter from Ballast Rock Private Wealth CEO Andrew Mescon discussing growth of the team and growth of the BRPW business.

Wealth Management Executive Jamie Carroll, Joins Ballast Rock Private Wealth as a Wealth Advisor. Jamie, who will be based in Monroe, LA, joins us from Merrill Lynch, where she was a Financial Advisor.

Warren Buffett, Peter Lynch, and John Bogle have each earned their place in the pantheon of world-renowned investors. Yet, all of the greats achieved wealth and success through different strategies. There is not a one-size-fits-all approach to investment management – nor should there be.

BRPW Wealth Advisor Joe Miller discusses the evolution of Private Credit as an asset class.

Wealth Management Executive Joe Miller, Joins Ballast Rock Private Wealth as a Wealth Advisor. Joe, who will be based in New Canaan, CT, joins us from Merrill Lynch, where he was a Financial Advisor.

BRPW’s Senior Wealth Advisor and Portfolio Manager Jim Carroll presents the 2024 Volatility Halftime Report