BALENTINE, LLC
BONITA SPRINGS, FLORIDA

We know that investors need more than what most wealth management firms can offer Balentine provides a full range of comprehensive services for individuals and families seeking wealth management and planning solutions. Many investment firms fail to keep up with the pace of change and focus on themselves and asset growth instead of the things that are important to their clients. Balentine is different. For 30 years, the Balentine legacy has been one of innovation, service to clients, and service to the community. Our centralized decision-making process and our Building Blocks approach help us engage and empower our clients. Our service model is designed to make you feel understood, inspired, and connected. Our aim is to deliver the results you expect while making your life easier. Your needs, ambitions, and values are at the center of everything we do, and we translate your aspirations into solutions that help you realize your goals. We do this with full transparency in a completely conflict-free environment. The Balentine Difference We are employee owned, which ensures stability of purpose and alignment of interest. A fresh, creative approach to wealth management requires bright minds. Balentine is focused on maintaining a high-performance culture and aims to be an employer of choice. All employees strive for excellence, act with integrity, display mutual respect, and have an entrepreneurial spirit. Our diverse talent base includes investment industry veterans and women in senior leadership roles. Balentine is an employee-owned wealth management firm headquartered in Atlanta, Georgia, with an additional office in Raleigh, North Carolina. We provide investment management and financial planning services for high-net-worth individuals and families. At Balentine, we get to know and understand the unique needs of each of our clients. In today’s rapidly changing world, a holistic approach and uncommon agility are required to capitalize on opportunities, and we have built our firm around these enduring ideas. We build long-term relationships with our clients, and we seek to deliver exceptional client service along with consistent long-term investment returns. We believe we have designed the right business model to serve our clients Balentine. Built for You. Balentine has been recognized both locally and nationally for building a culture and workplace designed to provide outstanding service and results for our clients. Relationship Manager or other Balentine team member due to a significant business interruption, Pershing Advisor Solutions may be contacted directly by you to process limited trade-related transactions, cash disbursements and security transfers. Such instructions to Pershing Advisor Solutions must be in writing and transmitted via facsimile at (201) 413-4444 or postal service as follows: Use the simple form below to contact us directly from balentine.com.