Wealth Management For Business Owners

Strategies to Help Grow and Protect Your Life’s Work

At Wisehaupt Bray Asset Management, we leverage our deep experience working with entrepreneurs and business owners to help you manage your personal financial life so you can prepare for the next phase in the evolution of your business.

Our team offers business owners assistance with the development and implementation of clear succession and business transaction strategies. Whether you aspire to pursue new business ventures or would like to sustain your legacy, we help you take control of your business’s future. Our team works with you to assess your business’s valuation, the optimal time for an exit and the creation of business enhancement strategies to help you prepare for a successful transaction.

As a business owner, your business is our passion. Your net-worth, years of your life and likely part of your identity are tied to your business. You did not achieve success with inaction, which is why it’s critical that you plan and execute a comprehensive strategy that aligns with both your current business values and your future financial objectives. We offer a spectrum of personal financial planning and investment services tailored to business owners. Our services are designed to address the multifaceted complexities of business ownership, from optimizing cash flow and tax strategies to risk protection, to ultimately helping you plan your exit.

We help business owners with:

  • FINANCIAL PLANNING

  • CASH FLOW PLANNING

  • ADVANCED TAX STRATEGIES

  • SUCCESSION PLANNING

  • BUSINESS VALUATION

  • PREPARING FOR SALE

  • RECAPITALIZATION

  • PREPARING FOR AN IPO

  • EXERCISING STOCK OPTIONS

  • INVESTMENT BANKING

  • EXIT PLANNING

  • INVESTMENT STRATEGIES

  • LIQUIDITY MANAGEMENT

  • COMMERCIAL REAL ESTATE SOLUTIONS

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Learn more about our financial planning, investment management, and business services.

Retirement Plan Services

We believe your employees are your greatest asset, and we provide guidance to business owners who want to offer a qualified retirement plan, such as a 401(k) plan to attract and retain valuable talent. As a 401(k) plan provider, you are a fiduciary of the plan, but do you understand what your responsibilities are? David Wisehaupt, Stella Bray, and Matthew Wisehaupt are Accredited Investment Fiduciaries® (AIF®) and stand ready to assist you in understanding your fiduciary duties, as well as develop a clear plan for implementing your process to discharge your fiduciary responsibilities.

If you are concerned about your liability as a plan fiduciary or are unclear of any aspect of your fiduciary role, contact us.

While there are challenges in providing a 401(k) plan to your employees, there are advantages in getting it right. We urge you to consult a qualified partner when completing your annual review of the plan. We will review your plan and discuss our findings with you, at no obligation.

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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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