The Faces of Ballast Wealth Management
At our firm, we have the client—and only the client—in mind.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Jules Joly
FOUNDER / WEALTH ADVISOR
(401) 601-7153
Coming Soon…
Biscotti
DIRECTOR OF FIRST IMPRESSIONS
About Founder
Jules Joly
“I started Ballast Wealth Management to have the freedom to help my clients pursue their goals in the ways that best suit their situation, instead of using a one-size-fits-all approach.”
Fast Facts
Graduated University of Rhode Island in 2013 (Bachelor of Business Administration)
Mother to Jackson and our beloved furry kids, Lucy Grace and Biscotti - who always keep me smiling and laughing.
My motivations for success are seeing people happy and helping them to get there, as well as demonstrating integrity and hard work to Jackson.
I grew up in Newport, RI so I love any activity that gets me out on the water. I'm also passionate about fitness and am known to hit the slopes in the winter.
