Ballentine Partners provides proactive guidance and intentional strategies for managing family well being with expertise and care.

Ballentine Partners helps clients invest for impact using values-aligned portfolios.

Ballentine Partners creates customized investing strategies to preserve wealth across generations.

Covie Edwards-Pitt, Ballentine Partners' Chief Wealth Advisory Officer, blogs on Forbes.com, "Minimum Wage, Maximum Values."

Covie Edwards-Pitt writes on Forbes.com about common financial mistakes that can deplete wealth.

Kyle Schaffer interviewed by FundFire on private equity and the shale gas revolution in "Apollo Meets Investor Energy Demand with Shale Bets."

Coventry Edwards-Pitt was interviewed on preserving wealth across generations by Private Wealth in "When Wealth Is Fleeting."

Perspecta Trust chooses Ballentine Partners as the Multi-Family Office they want to use to serve their clients

New division meets growing demand of families with portfolios with $3 million+

Ballentine Partners' CIO, Bruce Simon, was recently quoted in the Reuter's article "Analysis: Impact of ETFs in late-day market volatility"

Ballentine Partners' CIO, Bruce Simon, was recently quoted in the Wall Street Journal article (print and online) "US Stocks Climb On Better-Than-Expected Employment Signs"

Listen to Senior Wealth Advisor Michelle Soufan, CFP and Senior Client Advisor Liz Campana, CFP, CAP discuss the role company culture played in their path to joining Ballentine Partners in 2021.

Ballentine’s own Jake Northrup, CFP, CFA, will be speaking at BU’s upcoming career night with the Financial Planning Association on Wednesday, November 14.

Ballentine Partners provides career opportunities in wealth management.

On November 8, Brian C. Kelleher, CFP, will be a panelist on pursuing a career in financial planning at the FPAMA’s Financial Planning Career Night at BU.

Aaron MacDougall is the Director of Information Technology at Ballentine Partners, responsible for multiple areas of wealth management.

Adam is a Partner and Senior Client Advisor specializing in income tax planning for high-net-worth individuals.

Ballentine Partners, a leading independent wealth management firm headquartered in Waltham, Massachusetts, welcomed Elliot Rotstein as Senior Client Advisor.

WALTHAM, MA (May 29, 2020) - Ballentine Partners, a leading independent wealth management firm headquartered in Waltham, Massachusetts, welcomed Sean Edwards, CFP as a Senior Wealth Advisor.

Ballentine Partners takes a human centered wealth management approach, focusing on client service and satisfaction.

Contact Ballentine Partners today for expert wealth management solutions and personalized financial guidance.

Ballentine Partners is an independent wealth management firm dedicated to serving clients at inflection points of wealth.