Business Services

The focus W3 Wealth Management places on the Business Services we offer is immense. As a business owner, your personal finances and those of your business may overlap. For this reason, we work hard to understand all the moving pieces of your total financial life. We provide this same care and consideration for your employees when managing company sponsored qualified and non-qualified retirement plans. You’ve worked so hard to build your business and find the right employees to be successful. Now it’s time to work with the right financial team to help guide yourself, your company and your employees on the road to retirement.

Business Owners

After years of hard work, perseverance and vision, your leadership has transformed an idea into action and built a successful business. You have achieved a level of business success attained by few and feel both a pride of ownership and a sense of responsibility for the future of your business.

The advisors at W3 understand the level of dedication it takes to get to this point because we too have built a successful business. We have faced the challenges of growth and understand the complexities involved in being the CEO of your business and of your family. Where business and personal meet, W3 has the expertise to help. We look at the big picture and work to coordinate both personal and business financial life planning.

We have worked with business owners for over 30 years providing seamless guidance on business continuation, tax-advantaged planning, and retirement income solutions. We design, implement and coordinate 401k plans, pension and profit sharing plans, and non-qualified solutions for business owners and their highly compensated employees.

Make the most out of the one life you have. We can help.

Participants in Qualified Plans

In our years of working with people saving for and successfully retiring, we have yet to encounter someone that feels that they saved “too much” for retirement.

At retirement, the largest asset most of us have is our qualified plan due to the tax efficiency and power of compounding. Once an employee is eligible to participate in their employer’s 401k, 403b, or 457 plan, the three main questions they will face are:

  • How much should I save for retirement?
  • What type of investment should I choose?
  • Who should I name as my beneficiary?

W3 Wealth has helped numerous employees and business owners answer these questions over the years and we’re happy to help you as well.

Redirection Notice

You have clicked a link that will redirect you to 3rd party website.

You will be redirected to

Click the link above to continue or CANCEL

FINRA Broker Check