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

We understand the complexities that accompany your financial needs and our extensive work with business owners allows us to prepare comprehensive plans to reach your unique goals.

Tax Planning and Guidance**

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

**Wealthspire Advisors does not provide legal or tax advice, nor does it engage professionals on behalf of its clients.

Business Succession Planning

Our advisors have experience guiding business owners through both the financial and non-financial aspects of succession planning and remain a constant through your journey.

Strategic Exit Planning

We aim to help maximize the sale of your business and work with you and other strategic exit planning professionals to address all areas of complexity that may arise throughout the process.

Insurance and Business Protection 

We work with industry professionals to ensure you and your business are properly covered with structures and policies to help safeguard your business.

Legacy & Estate Planning**

One of our primary goals is minimizing income and estate taxes. We have dedicated in-house experts who can provide additional guidance to better serve you.

**Wealthspire Advisors does not provide legal or tax advice, nor does it engage professionals on behalf of its clients.

Our Dedicated Team

Our advisors bring decades of sophisticated expertise managing the financial complexities of individuals and families across generations. Their backgrounds and experiences are as diverse as their clients; we have over 90 advisors across the U.S. to serve you. Looking for a financial advisor? Start your search here.

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