Tax-Focused Financial Planning For Physicians and Business Owners with Real Estate Assets
How do I protect the wealth I’m building?
As physicians, business owners or real estate investors, it is crucial to ensure that your wealth is protected. Our firm prioritizes helping you mitigate risk in every stage.
Is my legacy secured for my family?
We take a wholistic approach and work with your CPAs and estate attorneys to enhance the tax benefits of the investments we’re choosing to build your legacy.
Is my real estate portfolio growing?
We will explore the various tax implications and benefits of real estate investments to determine the most suitable approach to help achieve maximum return on investment.
You’ll never regret investing in your future.
Jules Joly established Ballast Wealth Management to provide unfettered support to her clients in achieving their objectives, employing a personalized and tailored approach that aligns with each individual's needs.
Who We Are
We take a proactive approach to helping develop strategies that address financial goals and objectives in the most efficient way. Learn more about us below.
Who We Serve
We specialize in working with physicians and successful business owners who also own real estate assets. Learn more about who we serve below.
The Ballast Way
We have a comprehensive 6-step financial planning process that ensures a complete picture and wholistic plan. Learn more about our process below.
“An investment in knowledge pays the best interest."
- Benjamin Franklin -
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There’s no commitment, pressure, or obligation.