Planning for the Wealth Your Business Helped You Build

When you are focused on your business, it can be challenging to give your own financial plan the attention it deserves. We help build a comprehensive strategy that brings your personal and professional finances into alignment.

Schedule a Consultation ▸

A Partner for Every Stage of Ownership

Owning a business adds new layers of complexity to financial planning. Our advisory team includes specialists trained in the challenges business owners face, so the guidance you get reflects your unique situation, whether you are just starting out, on a path to growth, or getting ready to sell.

How We Serve Business Owners

Financial Planning

We understand the complexities that come with being a business owner, and our extensive experience allows us to prepare comprehensive plans built around your unique goals.

Strategic Exit Planning

We aim to help maximize the value of your business sale, working with you and other strategic exit planning professionals to address every aspect of the transaction.

Tax Planning and Guidance

We partner with your CPA and other trusted tax professionals to help create an effective plan that maximizes tax-efficient strategies for your business and your family.

Insurance and Business Protection

We work with industry professionals to make sure the right safeguards and policies are in place for your business.

Business Succession Planning

Our advisors have experience guiding business owners through both the financial and non-financial aspects of succession planning.

Trust, Legacy, and Estate Planning

Wealthspire Trust offers dynasty, directed, asset protection, and other flexible trust structures, administered collaboratively with your advisor team. We also have dedicated in-house experts who provide tax and estate guidance.

Two men talking in a brick-walled workspace, one holding a tablet.

Protect What You’ve Built

Whether you are growing your business or preparing to sell it, a Wealthspire advisor will help you build a plan around what happens next, for your business and your family.

Schedule a Consultation ▸

Frequently Asked Questions

No. We do not provide legal or tax advice, nor do we engage professionals on a client's behalf. We partner closely with your CPA and other trusted tax professionals to help build a tax-efficient plan for your business and your family.
Yes. We help business owners maximize the value of a sale and work alongside the other strategic exit planning professionals involved in the process.
We work with owners at every stage, from just starting out to mature and growing businesses, building a financial plan that evolves alongside your company.
Yes. Every recommendation we make is guided solely by your best interests.