Ballast Wealth Management is a financial planning firm based in Newport, RI, specializing in tax-focused financial planning for physicians, business owners, and real estate investors. With a proactive approach, they develop strategies to address clients' financial goals and objectives efficiently, prioritizing risk mitigation and legacy planning. Their comprehensive 6-step financial planning process ensures a complete picture and a holistic plan for each individual's needs.
Founded by Jules Joly, Ballast Wealth Management provides personalized and tailored support to help clients achieve their objectives. They work closely with CPAs and estate attorneys to enhance the tax benefits of investments and explore the various tax implications and benefits of real estate investments. With a commitment to investing in knowledge, they offer a complimentary call to get started, without any commitment, pressure, or obligation.
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