Business Owners

One of our specialties at Elk River Wealth Management is partnering with business owners like you.

You face wealth management issues unique to entrepreneurs. You have the responsibility of paying your employees, maintaining growth in your business, and maybe even crafting an exit or succession plan. You’re the specialist in your business. We’re your specialists in finance.

Partnering with a firm that has helped many other business owners means you can trust the advice you’re getting. We become a partner behind the scenes in managing your business. 

We help entrepreneurs like you in the following areas:

• Investment management 
• Alternative investments
• Comprehensive financial planning
• Retirement planning
• Exit planning for your business
• Insurance solutions 
• Tax planning
• Estate planning
• Lending

You’re already running your own successful business. No one can do everything alone. We’re waiting to partner with you.