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A couple sits at a table with tax documents spread out, attentively reviewing their 2025 tax returns. A financial advisor from Greenville, SC, sits across from them, providing guidance.

2025 Tax Strategies and Tax Preparation Tips

The start of a new year is the perfect opportunity to focus on 2025 tax strategies that align with your financial goals. At Ballentine Capital Advisors, we understand the importance of early preparation in navigating tax season. Following certain tax preparation tips may help reduce your tax burden, simplify compliance,

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Best Wealth Management Firm in SC!

Ballentine Capital Advisors, proudly serving Greenville, SC and surrounding areas, earned Silver in South Carolina’s Best in Business for 2024. Recognized as the best wealth management firm, we thank you for your trust and support. As we approach 2025, we remain dedicated to providing comprehensive financial planning, retirement planning, and

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Thank you, AIChe

Bryan Ballentine and Anthony Colancecco recently had the honor of speaking at the American Institute for Chemical Engineers (AIChe). They shared insights on retirement planning, retirement income strategies, Social Security, taxes, and explored trending topics like Artificial Intelligence (AI). Thank you for the invitation and the opportunity to connect with

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College Graduation

Please help us congratulate Hailey, Katrina’s daughter and one of our part-time workers, on her graduation from Western Carolina University. Hailey earned a degree in English Literature with a minor in History. Congratulations, Hailey!  

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Anne Went to Italy!

Anne recently took a trip to Italy with her family to visit her daughter studying abroad in Rome. On this trip, they got to see the St. Peter’s Dome in the Vatican, The Spanish Steps, Trevi Fountain, a Sunday Church Service at the Pantheon and visited the Colosseum at dusk.

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Wine & Design

Thank you to everyone who attended our Wine & Design event!   Check out these funky birdhouses we painted!

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Connected by Community Podcast Reunion

Thank you to everyone who attended our Connected by Community Podcast Reunion! Connected by Community is a podcast sponsored by Ballentine Capital Advisors and was started to connect our community with local businesses, non-profits, and other community leaders. Since the start of our podcast in 2021, we have had 96

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Connected by Community