Independent Fiduciary Wealth Advisors

Integrated wealth management, built exclusively for you

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What We Do

The Ballast Rock Private Wealth Difference

We combine decades of institutional expertise with direct access to private markets and fully integrated planning to deliver strategies built personally around each client we serve.

Integrated Financial Planning

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

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Achieve true diversification with portfolios designed around your integrated financial plan, blending both public and private opportunities to pursue risk-adjusted investment returns with reduced volatility.

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Tax Alpha

What your portfolio earns matters. What you keep after taxes matters more. We leverage structures and investments designed to maximize after-tax compounding over the long term.

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Estate Planning

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

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Business Owner Advisory

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

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Private Placement Life Insurance

An institutional investment strategy, structured as variable life insurance, designed to enhance net portfolio returns by materially reducing certain tax exposure. The structure is complex and available only to Accredited Investors and Qualified Purchasers.

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About Us

True wealth is more than money.

Ballast Rock Private Wealth is an independent, fiduciary registered investment advisor with offices in Charleston, SC, Carlsbad, CA, and Irvine, CA, serving high-net-worth individuals, families, and business owners. We believe true wealth is more than money. It is the purpose that drives you and the legacy you create for the people who matter most. Our team integrates financial planning, tax alpha strategies, estate planning, and custom investment solutions, including access to private market investments, to deliver enduring value across generations.