Episode 73: A Different Degree of Wealth

Today we get to hear from Wealth Advisors Anthony Colancecco, CFP®, CRPC®, and Anne Thompson, CRPC® with Ballentine Capital Advisors. Anthony and Anne talk about their unique purpose-based investing process at Ballentine Capital Advisors as the firm is approaching its 25-year anniversary. Ballentine Capital Advisors is made up of an extremely professional and qualified team, whose main goal is to serve the client and be there when they need help. Anthony and Anne talk about why Ballentine Capital Advisors decided to go independent to better serve their clients, and details on their one-of-a-kind bucket strategy of retirement income. Tune in to learn more details on why you shouldn’t put all your eggs in one basket and issues around stock picking.

Anthony Colancecco, CFP®, CRPC® and Anne Thompson CRPC®
[email protected] and [email protected]
ballentinecapital.com