It's not just business – it's also personal. We'll create a financial strategy for both, from start-up to succession, and give you Absolute Confidence. Unwavering Partnership. For Life.
Our team is experienced in helping business owners to craft a portfolio and financial plan that is designed to consider every angle of both their business and personal goals and finances – and how they intersect. We can help you to:
Make smart choices for long-term business and personal success.
Minimize tax liabilities so you can invest more in your financial future.
Create a strong retirement plan for your employees, and yourself.
Create a solid succession plan that'll make the most of your years of hard work.
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Explore Our Financial Planning and Wealth Management Services
We act in your best interest to offer comprehensive wealth management services within a holistic approach. We consider how to fit each of your financial goals into your ideal financial picture.
- Education Planning
- 529 College Savings Plan Account Management
- Student Debt Reduction Strategies
- Private Wealth Management
- Insurance Planning & Analysis
- Inheritance Tax Planning
- Estate Planning
- Tax Strategies
- Custom Consulting
- Custom Consulting
- 401(k) & 403(b) Plan Analysis
- IRA Rollover
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- 401(k), 457, 403(b)
- Investment Strategies
- Investments for Beginners
- Investment Analysis
- Short Term Investments
- Long Term Investments
- Investment Account and Portfolio Management
- Mutual Funds
- Stock Investment
- Bonds & Municipal Bonds
- Exchange Traded Funds (ETF)
- ESG Investing
- REITs
- Alternative Investments
- Annuities & CDs
- College Savings Accounts
- Endowments
- Trusts
- Corporate
- Non-Retirement
proactive agility
"WHZ, your big-picture approach helped us align and connect all our business and personal financial goals even as they have changed, which is no small feat. Thank you!"
– Joanne, WHZ Client
This statement was provided 3/23/2023 by Joanne McHugh who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Meet Your Advisory Team
What you can Expect:
Our Strategic Financial Planning Process
You’re only 3 steps away from your tailored strategy
We developed this process based on extensive research and execute it using the most up-to-date tools available. It uses a steady and disciplined partnership to provide a simple path to wealth designed to help you reach your goals and Live Well.
Why You Need A Financial Advisor for Entrepreneurs and Business Owners
Working with a financial advisor is crucial for business owners:
- A financial advisor for business owners understands the particular financial situation and financial decisions that owners face in order to achieve business success. He or she can act as your company financial advisor as well as your personal financial advisor.
- Our team of experienced advisors know how to bring both aspects of your financial picture together in a strategic financial plan designed for optimal results. We will take the time to understand your business and personal aspirations, ensuring that every aspect of your financial plan is tailored to your needs.
- We believe that effective financial planning is a continuous process. As your business grows and evolves, so should your financial strategy. We will regularly review and adjust your plan to reflect changes in your business environment, personal circumstances, and market conditions.
- In addition to tax minimization and retirement planning, we offer guidance on investment strategies that align with your risk tolerance and financial objectives. Whether you’re looking to expand your business, purchase new equipment, or save for your children’s education, we’ll help you make informed decisions that support your long-term vision.
- Our commitment to you goes beyond just numbers. We strive to build a lasting relationship based on trust and transparency. With our unwavering partnership, you can focus on what you do best—running your business—while we handle the complexities of your financial landscape.
Don’t leave your financial future to chance. Take the first step towards achieving your goals by scheduling your free consultation today. Together, we can pave the way for a prosperous future for both your business and your personal life.
schedule your free consultation
Insightful approach
"I’ve owned a restaurant for about 18 years. Working with WHZ has been really hassle-free, so I can focus on running my restaurant without worrying about my investments."
– Jimmy, WHZ Client
This statement was provided 3/7/2024 by Jimmy Li who is a client. The image shown is a model and not the actual client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
We Make It Easy to Get Started
1. book your discovery session
Kate Pitts, VP Client Experience & Relationships, will meet with you virtually, by phone, or in person to learn more about your specific situation and goals. She will also explain our strategic process and how we work to provide you with the best possible wealth management experience, every time, at every touchpoint.
2. complete your secure online profile
After your discovery session, you can provide more detailed information about your finances, goals, and preferences using our secure online form. Our team will use that information to begin drafting your personalized financial strategy.
3. Meet With Your Advisor to Review & Launch Your Tailored Financial Plan
You'll meet with your advisor to review and refine the comprehensive financial plan our team has drafted specifically for you. Then we'll launch your strategy and partner with you every step of the way to ensure you stay on track toward your goals.