Integrated Investment Management for Entrepreneurs
Navigating the unique financial landscape of entrepreneurship requires more than just savvy business acumen; it demands a balanced approach to both personal wealth and business liquidity. Our investment professionals recognize that your business is a cornerstone of your long-term financial strategy. That's why we offer investment management solutions specifically designed to align the reinvestment of your business profits with your personal financial goals, creating a framework to transform today's success into tomorrow's security and prosperity.
Wealth Management for Business Owners
Wealth Guard
Gain access to personalized investment guidance, on-demand funding, and rollover support, along with an annual investment review and financial planning session. Wealth Guard is designed for business owners looking for a straightforward, cost-effective investment management solution to protect and grow their wealth.
Wealth Builder
Our VIP service for sophisticated investors seeking to maximize their net worth. Wealth Builder offers customized support, including an initial financial plan setup and onboarding call, a personal financial statement review, and quarterly investment review calls. Clients also benefit from ongoing, goal-focused planning sessions designed to build and safeguard wealth for the long term.
Specialized Trust and Alternative Asset Management
For clients who have sold their businesses, hold unique or illiquid assets, or want to diversify beyond traditional investments, we provide Specialized Trust and Alternative Asset Management solutions. Whether managing self-directed IRAs, ROBS (Rollovers as Business Startups), Deferred Sales Trusts, Qualified Opportunity Funds, or other specialized vehicles, we partner with qualified custodians to ensure your assets are expertly managed.
Our expertise covers a range of alternative assets such as real estate, private equity, intellectual property, and cryptocurrency. We focus on tax-efficient strategies, regulatory compliance, and risk management, ensuring your complex assets are not only protected but optimized for future growth. You can trust that your financial legacy will be preserved and your goals achieved with our personalized approach.
Retirement Savings for Employees
401(k) Plan Set-Up
We offer a comprehensive service for designing and managing employer-sponsored retirement plans. For a 1% management fee, our service covers everything from plan onboarding and selection to annual performance reviews, the initial surety bond application, and ongoing compliance, including Form 5500 filing. Our tailored 401(k) plans improve recruitment, employee resilience, and retention while increasing business enterprise value. These plans also facilitate the most tax-efficient profit extraction for business owners and their families.
