Address Your Needs

    A Holistic Plan That
    Reflects Your Vision

    Owning a closely held business brings special opportunities and challenges. As a result, your financial planning needs are distinct and require specialized attention. Some of the questions you may need to address include the following:



    What is the most tax-efficient way to get cash out of my business?


    How can I use my business to build personal wealth?


    How do I exit from my business one day?


    What type of retirement plan should I have at my company?


    How do I attract and retain top employees?

    Specialized Strategies

    A Personalized Approach to Understanding You

    We’ll work with you to develop investment and financial plans that are customized to meet your specific goals. We can help you with everything from succession and exit planning to investment strategies and estate planning.


    Succession Planning

    We can help you consider all the critical factors when transitioning your business to a new owner. Working with your accountant and attorney, we can help you prepare to sell your business and support you throughout the transition in a meaningful way.


    Business Exit Planning

    Eventually, every business owner will exit from the business. We work with owners and their advisors to create plans that fulfill important retirement, investment, and estate objectives. Sound planning can help create greater net value from the sale of the business or help preserve a family-owned business for the next generation.


    Investment Strategies

    We’ll advise you on strategies that are consistent with your business and personal goals, time horizon, and comfort level for risk. When you decide to exit your business, we’ll help structure your investment strategies to target your income or asset growth needs.


    Estate Planning

    As a business owner, your estate planning may need to address liquidity and credit risk, as well as other key issues related to the transfer of your business. Planning ahead can help protect your lifetime’s assets from loss due to mismanagement or taxes.


    Log into Your Account

    Use Investor360°® to access detailed account information and your monthly consolidated statements online.