Wealth Management for Business Owners
When you own your business, there are no days off.
Whether you are launching a new business, entering a growth phase, or preparing for a sale, our advisors are here at every stage to act as a trusted resource and provide guidance to help protect the value you have built.
Protecting Your Business
You have poured significant sweat equity into making your business thrive, and balancing the demands of running it with your personal financial planning can be challenging. We partner closely with business owners to develop a comprehensive, fully coordinated strategy for both their personal and business finances.
How We Serve Business Owners
We understand the complexities that accompany your financial needs and our extensive work with business owners allows us to prepare comprehensive plans to reach your unique goals.
We partner with your CPA and other trusted tax professionals to help create an effective plan to maximize tax-efficient strategies for your business and your family.
Our advisors have experience guiding business owners through both the financial and non-financial aspects of succession planning and remain a constant through your journey.
We aim to help maximize the sale of your business and work with you and other strategic exit planning professionals to address all areas of complexity that may arise throughout the process.
We work with industry professionals to ensure you and your business are properly covered with structures and policies to help safeguard your business.
One of our primary goals is minimizing income and estate taxes. We have dedicated in-house experts who can provide additional guidance to better serve you.