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Services For Emerging Business Owners
Key observations:
● 78% of business owners expect to use the value of their business to fund their retirement income needs (FPA/CNBC Business Owner Succession Planning Survey, 2019).
● The typical business owners expect to use the proceeds of the sale of their business to fund between 60 and 100% of their retirement needs (FPA/CNBC Business Owner Succession Planning Survey, 2019).
● Only, 30% of business owners have a formal succession plan (FPA/CNBC Business Owner Succession Planning Survey, 2019).
● Only 36% of businesses offer Non-retirement financial planning advice to their employees (SHRM, 2019.)
Adding value requires that a true wealth advisor will need to integrate Human capital decisions with Financial capital decisions.
It would be wrong to ignore the obvious; the typical American millionaire, becomes a millionaire, through private equity or real estate speculation, and not the trading of financial instruments. Nevertheless, ignoring this fact is what most financial planners and wealth advisors do every day.
At Gamma Wealth Management, we support you in the maximization of the pursuits in which get you to where you need to be, while being strategy agnostic.
Whether it is to help you attract and retain great talent through the addition of a deferred compensation plan, helping you groom the next generation of leaders to execute the succession plan of your business, or creating an income replacement portfolio, Gamma Wealth Management helps you with it all.
What Gamma Wealth Management offers:
● Holistic, integrated, and objective financial planning advice, that doesn’t always end with a recommendation to sell your business and invest into something an investment manager can charge a fee on.
● Business Formation recommendation and support Get help on defining the right type of entity to start your business, and a sounding board for your business plan.
● Employer Benefits Retirement Plan design recommendation and implementation, to help you attract and retain talent for your business, and decrease the burden on administration.
● Discounted Comprehensive Financial Planning, for participants of a plan advised by Gamma Wealth Management.
● Connections to Business Consultants, with decades of experience, that will help your organization grow and expand, through Talent Development, leadership training, success planning, coaching and strategy.
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Gamma Wealth Management (“GWM”) is a registered investment advisor offering advisory services in the State(s) of Maryland and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of GWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Securities offered through Charles Schwab, INC Member FINRA/SIPC and Folio Investments, INC. Member FINRA/SIPC.
Advisory Services offered through Gamma Wealth Management, LLC. Charles Schwab, INC, Folio Investments, INC and Gamma Wealth Management, LLC. are unaffiliated. Gamma Wealth Management does not provide tax or legal advice.
