About us

Financial Planning

We all have dreams of a successful retirement, ensuring a legacy for our family, protecting our family from unexpected circumstances. Planning and taking action steps necessary to achieve these dreams can be difficult. At Ballew Wealth Management, we help our clients create a strategic plan and guide them along the way to ensure they reach their goals and objectives. We determine the financial resources available to work with and anticipate additional wealth that will be available in the future to help achieve your financial objectives Clearly define the goals and objectives important to your family Evaluate the various options and determine the appropriate planning strategies Start the journey – Determining the course of action to implement your plan Constantly evaluate – we all hit snags on this road called life. We continue to monitor the progress with our clients and make necessary adjustments


Private Wealth Management

Knowledge of the financial markets is just one of many critical components of a successful financial strategy. Ballew Wealth Management’s Private Wealth Management offers objective institutional advice in the context of a personal relationship. We manage our clients’ wealth, along with their charitable legacies and the retirement plans of their businesses. We also advise trusts, foundations, charitable organizations and corporations.


Five Reasons Why Ballew Wealth Management Private Wealth Management is a wise choice for investors:

1.With so many choices available to investors, how do you make an informed decision? Ballew Wealth Management’s Private Wealth Management provides the best of both worlds: A wide range of solutions plus objective advice. Our extensive relationships with institutional investment management firms give our clients access to preferred vehicles. Additionally, our independence from product providers ensures that our advice is always for our clients.
2.Ballew Wealth Management’s Private Wealth Management professionals work with you closely to create an investment plan to protect your wealth and meet your long-term goals. We make a significant commitment to research, due diligence, manager scrutiny, and diversity across all essential asset classes in structuring your portfolio. Based on your investment objectives and risk tolerance, we build a diversified portfolio using managers and structures we believe are the best of class for each type of asset, resulting in an efficient total portfolio.
3.Since 1988, Ballew Wealth Management has achieved a reputation for disciplined investment management and commitment to service, one client at a time. We offer a deep bench; the expertise of our trained advisory, trading and service teams plus industry experts provides a turnkey solution for all of your portfolio management needs. We value our clients and we work to make that clear in every aspect of our relationship with you.
4.No investment process is complete without objective monitoring of results and clear communications. At Ballew Wealth Management Private Wealth Management, we emphasize transparency so clients can understand the characteristics of each investment. We make ourselves accountable for regular communication on how each investment and the total portfolio have performed in relation to your personal objectives.
5.We understand the complexities wealth can pose. Our financial strategies go well beyond investment management, taking your financial needs and personal goals into consideration. Ballew Wealth Management’s Private Wealth Management works across generations and works to systematically address vital concerns such as estate planning, tax planning, philanthropic goals, and family financial education. While managing your wealth, we can, if needed, provide recommendations and partner with accountants, lawyers and other professionals in whom we have the highest confidence, in order to help realize your financial goals.


Asset Management

Based on your financial goals and risk profile, we build a custom tailored portfolio strategy that meets your investment goals. As an independent investment advisory firm, we have the commitment to act solely in your best interest with the flexibility to choose a portfolio that best addresses your needs.


Estate Planning

We coordinate our expertise and resources to provide comprehensive estate analysis and consultation primarily focused on adopting strategies that balance today’s income and cash flow needs while reducing estate erosion at death.


Retirement Plans

With a focus on employee education, communication, and investment advice, we deliver turnkey retirement plan consulting, administration, and investment services, offering thousands of quality mutual fund managers over a single platform providing 24 hour access to plan participants.


Who We Are
We are a fiduciary protecting the plan sponsor, retirement committee and trustee, under federal law, from liability resulting from investment selections made by plan participants. We are a trusted advisor and counselor to individuals and institutions needing wealth management services, just like your employees. We have a passion for helping people. Our mission is to instill employee loyalty and confidence in their corporate sponsored qualified plan through motivation, financial planning, performance and trust. Providing investment advice to plan participants is a win-win for both the employer and its employees. Studies have shown that employees benefit from direct access to employee specific investment advice resulting in increased employee contribution levels, enhanced employee confidence, reduction in levels of personal stress and anxiety, and better management of personal finances. Employers experience the benefits of better employee relations, increased employee morale and greater retention of their employee talent pool.

Advice vs. Education
There is a fine line between advice and education. Advice begins where education should end. The moment a participant asks a plan representative which 401(k) option they should be investing their money in, the participant is now seeking financial advice.

Investing
Using only the investment options available in the plan, we answer the question as to what an employee should invest their money in. We work with each employee to develop an appropriate asset allocation. We teach Economics 101…understanding the influence and impact of supply and demand on the stock market and in everyday life. We educate and provide an understanding of the different methodologies of money management. We teach employees how and when to use different investment vehicles based on their needs and temperament for risk to achieve different goals and objectives.

Financial & Retirement Planning
Our advisors work with employees to develop a game plan for creating a financially secure retirement. Our advisors help employees develop realistic expectations towards saving for retirement. Our advisors help employees develop realistic expectations of how much income one might be able to generate in retirement. Our advisors teach employees basic and advanced financial and estate planning concepts. Our advisors teach employees about Social Security.

Learning What is Important to Employees
The success of any investment advice program requires that the investment advice be relevant to the employee. This will take into consideration personal factors such as current levels of financial sophistication, age, family, health, income, debt, current savings, disposable income, etc.

Risk Management & Insurance
A proper financial plan is not complete without the assessment of all possible risks to cash flow, income, and standards of living. We can help you evaluate your risk management to discover gaps in coverage and recommend appropriate solutions to fit your needs.

Business Continuity

Ballew Investments Inc.’s Business Continuity Planning.
Ballew Investments, Inc. has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions are unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our business continuity plan.
Our Business Continuity Plan – We plan to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm’s books and records, and allowing our customers to transact business.
In short, our business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.
Our business continuity plan addresses: data back up and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting; and assuring our customers prompt access to their funds and securities if we are unable to continue our business.
Our clearing firm, Pershing LLC, maintains a business continuity plan, which includes geographically dispersed data centers and alternate processing facilities. While every emergency situation poses unique problems based on external factors, such as time of day and the severity of the disruption, we have been advised by our clearing firm that its objective is to restore its own operations and be able to complete existing transactions and accept new transactions and payments within four (4) hours. Your orders and requests for funds and securities could be delayed during this period.
Varying Disruptions – Significant business disruptions can vary in their scope, such as only our firm, a single building housing our firm, the business district where our firm is located, the city where we are located, or the whole region. Within each of these areas, the severity of the disruption can also vary from minimal to severe. In a disruption to only our firm or a building housing our firm, we expect to recover and resume business within hours, not to exceed one business day. In a disruption affecting our business district, city, or region, we expect to recover and resume business within 3 business days. In either situation, we plan to continue in business and notify you through the Business Continuity.
If you have questions about our business continuity planning, you can contact us at support.
Ballew Advisors, Inc.’s Disaster Recovery and Business Continuity Planning
Ballew Advisors, Inc. has developed a Disaster Recovery and Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions are unpredictable.
We will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our disaster recovery and business continuity plan.
Our Business Continuity Plan – We plan to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm’s books and records, and allowing our customers to transact business.
In short, our disaster recovery and business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.
Our disaster recovery and business continuity plan addresses: data back up and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting; and assuring our customers prompt access to their funds and securities if we are unable to continue our business.
Our clearing firm, Fidelity, has an extensive plan in place to safeguard customer assets and protect vital account information in the event of a business disruption. While every emergency situation poses unique problems based on external factors, such as time of day and the severity of the disruption, we have been advised by Fidelity that its objective is to be able to input orders within one hour.

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Support Center
  • 4800 I-55 NORTH, SUITE 21, JACKSON, MS 39211
  • Mailing Address: P.O. BOX 14888,
  • JACKSON, MS 39236-4888

+1(940)-604-7540

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