Business Services


There is a direct correlation between business owners' personal financial strategies and the successful transition of their businesses — often their most valuable assets. The extent to which these complex issues are integrated heavily influences the likelihood of success. Building wealth outside of a family business is critical to any business succession strategy

Preserving a lifetime of hard work in an owner's business and passing it along to the next generation is a difficult process. Studies show that 70 percent of businesses fail as they move from the first to the second generation of owners. This is because many business owners neglect to plan for the eventual transfer of their businesses.

SI Wealth Management enjoys working with businesses. From helping you create a complex buy-sell agreement to offering a complimentary, no obligation employee benefits evaluation, we help prepare your business for success.


  • Business succession strategies

  • Key employee insurance

  • Deferred compensation strategies

  • Salary continuation strategies

  • Split dollar strategies

  • Executive bonus strategies

  • Employee benefits

High-Net Worth Investors

  • Tax management

  • Wealth transfer

  • Gifting strategies

  • Risk management & asset protection

  • Estate & legacy planning

  • Withdrawal strategies

  • Alternatives

  • Trusts*

*Access to Trust Attorney's through our relationship with investment firms who specialize in planning for high-net worth clients.