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Ballast Wealth Management
Ballast Wealth Management
What We Do
Who We Serve
The Ballast Way
Who We Are
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Ballast Wealth Management
Ballast Wealth Management
What We Do
Who We Serve
The Ballast Way
Who We Are
Our Process
Our Pricing
Events
Contact
Links
Retirement Plan Services
Client Investment Websites
Book A Call
What We Do
Who We Serve
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Who We Are
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Ballast Wealth Management
(401) 601-7153
174 Bellevue Avenue, Suite 210
Newport, RI 02840
jules@ballastwm.com

The Ballast Way

Who We Are

Contact Us

Check the background of your financial professional on FINRA's BrokerCheck. Licensed in Alabama, Arizona, California, Colorado, Connecticut, Florida, Massachusetts, New York, Rhode Island and Texas.

Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

‘This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.CeteraAdvisorNetworks.com

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Important Disclosures | Business Continuity