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Business Wealth Management

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Business Wealth Management is a comprehensive financial service that focuses on helping businesses strategically grow and protect their assets.

It involves a range of financial services tailored to meet the unique needs of businesses, such as investment management, risk management, retirement planning, and tax optimization. 


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Wealth Management

  • Cash flow management
  • Tax mitigation
  • Wealth protection strategies
  • Charitable giving
  • Estate transfer/inheritance


Business Succession Planning

  • Buy/sell agreements and exit strategies
  • Key person insurance
  • Business valuation support
  • Disability buyout arrangements
  • Inheritance & estate considerations


Executive Compensation Strategies

  • Non-qualified deferred compensation
  • Executive bonus
  • Split Dollar Plans

Qualified Retirement Plans

  • 401(k)/profit sharing plan design & installation
  • SEP IRAs, SIMPLE IRAs
  • Cash Balance and Defined Benefit Plans


Employee Benefit Programs

  • Group medical and managed care
  • Group dental, vision and prescription drug coverage
  • Group life, short term and long term disability
  • Voluntary benefits
  • HR services, compliance/healthcare reform
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