Our Services

Your employees are one of the most critical assets to your business. It’s vital that they feel their financial well-being is in good hands. The more financially secure your employees are, the more likely they will be productive.   

We can work with you to create a comprehensive plan that puts your employees’ financial goals within reach. Offering Employer Sponsored Plans can increase retention and make you a more competitive employer. 

 Executives – corporate, private company, or venture capital – face unique challenges. WealthTech Advisors' deep understanding of how to navigate these complexities helps you maximize income and the joy it can bring you. 

As an attorney, physician, or other accomplished professional, you have worked hard to build your expertise, your career, and the value of your time. Juggling a busy career with the needs of family, profession, and community leaves you with limited time to address your personal financial planning needs. WealthTech helps professionals gain control over their finances with the goal of creating lasting wealth.

 You’re used to being the one who makes the tough calls. But who do you turn to when you have questions?

Our team is dedicated to helping your business thrive. Our goal at WealthTech is to help you work toward growing and protecting your assets, put together tax-smart strategies, and prepare to pass your dream on to the next generation when the time comes. 

 Because business owners’ personal wealth is frequently connected to the health of their business, it’s critical to stay aware of your business’s value. Knowing your company’s value today — and partnering with a firm that provides ongoing consultation to help grow its valuation — allows you to make the most of your accumulated net worth. 

Business owners looking to transition out of their role need a strategy for passing control to co-owners, heirs, management, employees, a third party, a strategic buyer or some combination of parties.

However, statistics show that many family-owned business owners miss out on opportunities to arrange a successful transition. 

In fact, only 35% of all businesses have established a formal succession planning process, while more than 61% of family-owned businesses in North America have no formal, written succession plan in place.1

 1.

Benchmark International, “Family Business Succession Planning and Success Rates.” (September 2022)