Where expertise meets personalized guidance.

Ballast Wealth Management
(401) 601-7153
174 Bellevue Avenue, Suite 210
Newport, RI 02840
jules@ballastwm.com

The Ballast Way

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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.

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