Ballentine Partners

Ballentine Partners, LLC is an independent wealth management firm founded in 1984 and headquartered in Waltham, Massachusetts, with additional offices in Wolfeboro, New Hampshire, and Palm Beach Gardens, Florida. The firm specializes in providing comprehensive investment and financial advisory services to high-net-worth individuals, wealthy families, and entrepreneurs. Ballentine Partners focuses on creating tailored, tax-optimized investment portfolios, investing in public equity, fixed income, and alternative markets. Recognized for its objective and thorough financial advice, the firm has been a leader in the wealth management space for over 30 years. It operates as a Registered Investment Adviser, ensuring a high level of professionalism and fiduciary responsibility in managing client assets.