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Business Owners

Business Planning Extends Beyond Your Business

Your finances are more complex when you’re a business owner. You need a trusted advisor on your team with an in-depth knowledge of you and your business to help you succeed.

Advising Entrepreneurs and Small Business Owners

Just like any other hire, when you engage a wealth manager, you’re looking for qualifications, experience, and shared values to provide efficient and effective results. We fulfill that role. SageVest Wealth Management’s dedicated professionals possess the credentials and financial acumen necessary to achieve results.

Bridging the Gap

As a business owner, you’re responsible for planning for yourself, your family, your business and your employees. These intertwined objectives must seamlessly integrate together. Our advisors work with you to develop sophisticated wealth strategies that mutually support your personal and business needs.

From Start-Up to Sale

From business formation to succession planning, SageVest Wealth Management provides effective counsel to help you capitalize on the value of your entrepreneurial success.

For those starting a business, we begin by vetting what this decision means for you and your financial future. From there, we partner with you and allied advisors to ensure that you have the right entity structures, capital requirements, and financing tools available and that you’re deploying resources in an effective and tax-efficient manner.

Once your business is up and running, we offer ongoing advice on topics including:

  • Benefit and compensation structures
  • Capital deployment decisions
  • Tax planning opportunities
  • Succession planning

Advice for All Stages


Make a wise investment
in your future today.

Make a wise investment in your future today.