Business Advisory Services

As an experienced comprenhensive wealth advisor, Jamie helps his clients understand each facet of each component of your business strtaegy and how they work together to help you achieve your loing term financial goals.

Jamie's business model focuses on the business succession planning his team provides a full spectrum of services that help clients plan for the transition and/or sale of a privately owned business to the next generation of family members, employees, associates, and third parties.

About Our Services:

  • Creation of a Business Succession Plan that addresses family concerns, ownership, and management
  • Providing tax-efficient solutions that minimize estate and gift tax issues
  • Identify and address ownership and management succession risks as they relate to the client’s overall financial picture
  • Create strategies that optimize estate planning taking into consideration taxes and transition issues

As a business owner, you’ve spent much of your efforts and many resources on growing and managing a successful company. With a focus on the day-to-day running of your business, you may have had little time or energy to think about succession planning.

However, planning for how you will transition your business is a critical yet often overlooked step that involves several considerations which can have a significant impact on your estate planning and legacy goals for you, your business and your family.

As an experienced comprehensive wealth manger, Jamie helps you understand each facet of each component of your business strategic strategy and how they all work together to help you achieve your long-term financial goals. 

 

Retaining key employees.

In today’s competitive business environment, a high premium is placed on recruiting and keeping the right people. Your relationship manager will work with you to identify your current key managers and employees, as well as review your various options to maximize employee, executive and retirement benefit arrangements

?

Retaining key employees.

In today’s competitive business environment, a high premium is placed on recruiting and keeping the right people. Your relationship manager will work with you to identify your current key managers and employees, as well as review your various options to maximize employee, executive and retirement benefit arrangements 

?

Retaining key employees.

In today’s competitive business environment, a high premium is placed on recruiting and keeping the right people. Your relationship manager will work with you to identify your current key managers and employees, as well as review your various options to maximize employee, executive and retirement benefit arrangements