Ballentine Partners, LLC
Jason Ulrickson, EA has solid experience in financial planning and wealth management. Jason has worked in various roles such as Financial Planning Intern, Wealth Planning Associate, and Financial Representative Intern. Jason also gained experience in data entry, editing, and assisting staff at Bryant University. Additionally, Jason has worked as a Warehouse Associate and Deliveries Associate gaining customer service skills. Jason has a degree in Financial Planning & Services from Bryant University.
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Ballentine Partners, LLC
Ballentine Partners is an independent multi-family office dedicated to serving clients at inflection points of wealth who are looking for a partner who takes a decidedly human approach to managing wealth. Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise. We have delivered client-centric planning and sophisticated investment advice for the past four decades. We are dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.