As a Wealth Management Financial Advisor, I provide access to a comprehensive range of financial strategies and solutions that can be especially valuable for business owners. I work with a lot of business owners who benefit from tools and services that support both their personal financial goals and the long‑term growth and protection of their businesses. These include:
- Lifetime Gifting & Legacy Planning
- Personal Philanthropy
- Fiduciary Trust Services
- Long‑Term Care Insurance
- Life Insurance
- Disability Income Insurance
- Annuities & Retirement Accounts
- Lifetime Income Strategies for Retirement
- Health Savings Accounts
- Education Savings Solutions
- Mortgages, Custom Lending, Margin Lending, and Lines of Credit
- Auto Loans
- Investment Solutions
- Merrill Lynch Investment Advisory Program (Fiduciary Advice)
- Alternative Investments
- Sustainable & Impact Investing
In addition to these resources, I make it a priority to keep business owners informed of regulatory changes that may affect their financial planning. For example, as of
September 1, 2025, a new law requires businesses that have been operating for at least 36 months and have
five or more employees to offer a retirement plan to their staff. I would be happy to walk anyone interested through what this means for your business and the options available to you.