Business Services

Planning for the Life You Want

At Wisehaupt Bray, we bring decades of financial planning experience to every client conversation. We have advice to give but are wise enough to know we need to listen. At the outset of our relationship, we sit down with you and take the time to understand your priorities, goals and values. From there, we create a comprehensive financial plan that reflects your vision for your life.

As your life changes and your finances become more complex, we can bring sophisticated services and resources to the table, to help ensure that you stay on track with your long-term goals.

You may need assistance with:

  • Early-stage growth planning

  • Qualified retirement plans

  • Insurance

  • Succession and exit planning

  • Buyout economics

  • Mergers and acquisitions

  • Financial restructuring and valuations

  • Debt and equity financing

  • Property loan restructuring

  • Liquidity planning

Our business services include:

  • Liquidity event support

  • 401K plan management

  • Business valuation services

  • Compensation strategies

  • Tax planning

  • Strategic Advisory Network (SAN)

  • Private Liquidity Network (PLN)

  • Commercial real estate solutions

  • Succession planning

Align Your Wealth with Your Values

Experience financial guidance rooted in principles that align with your beliefs and goals. Connect with us to explore how we can support your objectives and help you make a meaningful impact.

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