Business Owners
Effective Wealth Management for Business owners
We work with business owners who need help managing their personal finances or business affairs, including retirement plans. As a business owner, we understand that you devote all your time to ensuring the success of your business. As a result, you are not able to focus on your personal investments or your company’s retirement plan as much as you believe you should.
There’s also a good chance that you invested the majority of your assets into your business and haven’t identified a clear exit strategy or succession plan. Our Denver based financial planners are here to help make your life easier.
Here’s how our asset management services can help you!
Manage your investments while you focus on running your business
Identify ways to improve your company’s retirement plan
Create a financial plan to help you reach your goals
Seamlessly coordinate with your other professional advisors
Implement meaningful wealth transfer strategies to cement your legacy
Most business owners in Denver dedicate the vast majority of their time and energy to running and growing their companies. This leaves very little bandwidth to properly manage personal investments, retirement accounts, or even their company’s 401(k) plan, often resulting in neglected personal wealth.
The Denver-based team at Dechtman Wealth Management reviews existing company retirement plans and identifies practical opportunities to enhance their effectiveness. This makes the plan more beneficial for both the business owner and employees while ensuring it aligns with the owner’s broader personal financial goals.
An exit or succession strategy is a clear plan for transitioning out of the business—whether through a sale, family transfer, or gradual retirement. For many Colorado business owners, the majority of their net worth is tied up in the company; without a well-thought-out exit strategy, this can create substantial financial risk and uncertainty when it’s time to retire or step away.
Dechtman Wealth Management works collaboratively and seamlessly with your existing accountants, attorneys, and other trusted professionals. This coordinated approach ensures that all aspects of your personal and business finances are aligned and working together efficiently.
A personalized financial plan for Denver business owners typically includes professional investment and asset management, clear retirement income strategies, wealth transfer and legacy planning, and specific steps to help you reach both business and personal financial objectives while you continue focusing on day-to-day operations.
Wealth transfer strategies help Colorado business owners structure the transfer of both business interests and personal assets in a thoughtful, tax-efficient manner. This helps cement a meaningful legacy for the next generation or chosen causes while minimizing unnecessary taxes and complications.
By handing day-to-day investment decisions and portfolio management over to experienced professionals, business owners in the Denver Metro Area gain valuable time and mental space. This allows them to stay fully focused on growing and leading their companies without the added burden of managing personal finances.
Business owners in Denver can get started by scheduling a complimentary assessment with the local team. Advisors will review your unique business and personal situation and develop a comprehensive plan that addresses both your company needs and long-term personal wealth objectives.
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HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org