Small Business Owners

As a business owner in today’s volatile and competitive economy, you have enough to worry about. Managing cash flow, balancing quality and growth, and maintaining a competitive edge in your industry is already more than a full-time job. Whatever energy you have left at the end of the day is reserved for family, friends, and relaxation.

That is why Stockbridge Wealth Advisors serves as your business’s private CFO. We’ll handle the financial end of things while you manage your employees and day-to-day tasks. The unique needs of a business owner we can help you with include:

Business owners have more than just their own family to think of. You’re responsible for providing a robust compensation package for your employees and their families. Our retirement plan consulting involves setting up 401(k) plans that will be satisfactory for your current employees and a draw for your ideal prospective employees.

We understand running a business is a team effort. So, we’re happy to collaborate with other members of your business success team, such as your accountants and lawyers. Our business owner clients hold a minimum of $500,000 in investable assets. Contact us today.