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.