Wealth Management Services for Business Owners

Investment management, retirement and financial planning for business owners.

Whether you are an established entrepreneur, new small business owner, or part-time consultant, there are a lot of financial risks and opportunities associated with running a company. As an independent wealth management firm, we get it; we’re business owners too.

Owner-operators and new business owners need to ensure they are properly diversified and have enough cash on hand. Depending on the stage of your company, you may be evaluating the benefits of starting a retirement plan or cash balance pension plan. Starting a retirement plan for your small business can reduce your taxable income and allow you to save a significant amount for retirement.

If you are planning to sell your company, Darrow Wealth Management understands the challenges that the sudden acquisition of wealth can create after an exit. We have the experience to help you sort through the alternatives and create a comprehensive, strategic wealth plan to address your personal objectives today and in the future.

Self-employed individuals have a lot on their shoulders. The Darrow Private Wealth Management Program offers small business owners and families a complete solution, giving them the freedom to spend more time living life, not just planning for it.

Financial Advisor for business owners

While every situation will be unique, there are a number of situations we frequently work to help our self-employed clients plan for or address:

• Planning for the sale of a business
• Finding the right professional resources for business and/or personal needs, such as accounting and tax professionals, attorneys, insurance providers, and third party administrators for retirement plans
• Managing cash flows including how to invest extra cash and juggle multiple financial goals
• Retirement planning and income projections during retirement
• Setting up and managing a 401(k) or SEP IRA or other type of retirement plan for your business
• Simplifying and organizing your financial life with a cohesive financial and investment strategy
• Working to develop a unified investment strategy based on your unique risk profile as a business owner
• Evaluating your insurance coverage such as life and disability
• Financial modeling and projections including the sale of the business
• Working to help clients limit unnecessary exposure in the market by emphasizing diversification, discipline, and patience
• Saving strategies to make the best use of cash flows and income
• Tax-efficient investing and planning with tax consequences in mind
• Helping ensure estate planning documents are kept up to date
• Ongoing investment management from a fiduciary and fee-only financial advisor

Contact a financial advisor today to learn more about wealth management for business owners.

Wealth Management for Small Business Owners

• Portfolio management
• Financial advisory support
• Retirement planning
• Tax-minded guidance
• Proactive support and ongoing review meetings
• Financial modeling
• Situational Counsel as unexpected changes occur

Build Trust with a Fee-Only Wealth Advisor, Not a Broker

As a fee-only financial advisor, we do not sell securities, investment products, or receive commissions or compensation from 3rd parties.

Always in Your Best Interest

As a fiduciary and registered investment advisor, we are legally bound to act at all times for the sole benefit and interest of our clients. This is the highest act of loyalty, trust and care under the law.