Business Owners

When you own your business, there are no days off.

Whether you’re just starting out, on a path to growth, or looking to sell your business, our advisors are there every step of the way to serve as a sounding board and to offer guidance to protect your investment.

Protecting Your Business 

You have invested considerable “sweat equity” to make your business a success, and it can be difficult to juggle the demands of your company with your own financial planning needs. We work side-by-side with business owners to create a comprehensive and integrated plan for your personal and professional finances.

How We Serve Business Owners

Personal and Business Financial Planning

Our advisors help you create and structure a meaningful plan to reach your personal and business goals.

Budgeting and Cash Flow

From exploring your funding options to managing cash flow on day-to-day operations, we offer options focused on financial stability.

Tax Planning Guidance

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

Legacy & Estate Planning

Business owners need to plan for the transition of their company in their estate plan. Our advisors can help.

Exit Strategy Planning 

Whether you have a succession plan or are exploring options to sell your business, our expert team of advisors is here to guide you through the process.

Our Dedicated Team

Our advisors embrace the entrepreneurial spirit; many of them are former business owners who have gone through the selling process and understand the challenges involved in running a business. From obtaining startup capital and mapping out a solid financial plan, to maximizing tax strategies and balancing personal and business wealth, our team has been there. They’ve helped business owners plan for succession and collaborated with other professionals on your behalf to protect your life’s work. 

Bill Bockwoldt, MBA, CFP®, CEPA®

Senior Vice President

Bill Bockwoldt is a Senior Vice President and Advisor in...

Kevin Brady, CFP®

Vice President

As a Financial Advisor in our New York Office, Kevin...

Gail Harris, CFP®, CIMA®, CExP™

Senior Vice President

Gail serves as an advisor, working with clients to develop,...

Ashley E. Iddings, CIMA®, CPWA®

Managing Director

Ashley is a Managing Director and head of Wealthspire Advisors’...

Joshua Shoshan, APMA®, CEPA

Senior Vice President

Josh is an Advisor in our New York office, where...

John Wolff, CFP®, AIF®, CLU®, ChFC®

Managing Director

A dedicated advisor with over 30 years of experience, John...

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