Business Owners

Our wealth management firm has deep resident expertise in working with business owners. We particularly enjoy working with business owners because of the unique challenge of satisfying the needs of the business and its employees, while concurrently recognizing that for many, the business itself is a retirement vehicle.

Depending on where you are in the evolution of your business – from startup to growth, to maturity, to exit through sale or succession, our business owners’ division can assist you with a broad suite of services.

We offer:

  • Retirement planning
  • Business risk management solutions
  • Business valuation services
  • Succession and exit planning
  • Recruiting and retention strategies
  • Business financial planning

For individual business owners, we offer:

  • Comprehensive financial planning
  • Retirement planning
  • Wealth management solutions
  • Trusts and estate planning strategies
  • Risk management
  • Tax efficient strategies
  • Charitable giving strategies

Contact us today for a conversation about your business planning needs.