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Wealth Management Consulting for Business Owners

Business ownership brings a unique set of financial planning challenges, especially when it comes to navigating the line between your business and personal financial plans.

Business Planning Needs

As your personal financial planning and business planning needs change over time, we have the expertise to help you plan for those changes through all stages of your organization’s growth. As your business expands and matures, we can connect you with trusted partners covering all aspects of employee benefits, business valuation, and legal services. When it comes time to develop an exit strategy, our strategic liquidity services can present you with several options to help you make the most of your enterprise.

Throughout your company’s lifecycle, we serve as your advocate to identify best-in-class solutions for you and your business.

Start-up Survival
  • Group Medical Plans
  • Basic Group Life & Disability Insurance
  • Buy-Sell Agreement
  • Key Management Insurance
Growth and Expansion
  • Employer-Sponsored Retirement Plans 
  • Enhanced Group Insurance Programs 
  • Financial Wellness Programs 
  • Premium Refund Medical Plans 
  • Self-Funded Benefit Programs
  • Incentive Plans 
  • Salary Continuation Plans 
  • Creating marketable employee benefits packages to attract and retain top talent
  • Incentive Deferred Compensation
  • Qualified Pension Plans
  • Selective Supplemental Pension Plans
  • Split Dollar / Executive Bonus Plans
  • Financial Guidance for Key Team Members
  • Advanced Estate Planning
  • Personal Financial Planning as a Benefit
Transfer of Management Control & Preparing the Next Generation 
  • Gifts of Stock to Family Members
  • Employee Stock Ownership Plan
  • Merger, Acquisition or Going Public
  • Stockholder Retirement
  • Lifetime Sale of Business
  • Business Continuation Planning & Exit Strategy Protection 


Our client retention rate speaks for itself. We believe our clients come to us, and stay with us, because of our team-based approach to wealth management.

Average annual retention rate—January 1, 2010, through December 31, 2019—based on client households with assets greater than $100K in our existing offices.

Get your customized retirement plan.

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