Our mission is to understand your needs, wants, and desires – as well as your values, your boundaries, and your ability to withstand or tolerate risk – to help you reach your investment, wellness, and lifestyle goals based on who you are as a person.
Holistic Wealth Management for Entrepreneurs and Solopreneurs
As an entrepreneur, you understand just how valuable every dollar can be. You also understand that creativity and innovation in business requires placing those dollars at risk if you hope to gain a return. Managing that risk is critical to your success, in both your business and personal lives but, do you have the training and skill to do both?
Because you’ve spent countless hours working hard and building your business from the ground up – perhaps multiple businesses – you know that each and every dollar is a precious commodity that you absolutely do not want to waste. And yet, that is exactly what you may be doing when you try to tackle the big issues surrounding your financial future yourself.
Personal Finance Challenges of Entrepreneurs
Keeping track of your investments and portfolios is hard work, and is incredibly time consuming. It’s essentially a full time job in and of itself, which can be especially difficult for an entrepreneur, since you likely have multiple businesses monopolizing most of your time.
If you’re worried about your financial future as an entrepreneur or solopreneur, don’t be – you’re not alone. Your entrepreneurial spirit may cause you to see your business life as an extension of your personal life, causing you to conflate your business and personal finances, accepting equal levels of risk to both. This line of thinking is only doing you harm – you need to separate one from the other as completely and accurately as possible.
You also need to be able to separate and track all cash flow, to not only ensure that your business is making money, but that your personal wealth is growing, as well. You also need to be forward-thinking about planning for your current and future cash flow. After all, as an entrepreneur, your income is nothing if not incredibly variable on a regular basis.
Executive Wealth Group
Executive Wealth Group is an industry leading FINRA Registered Investment Advisory firm, also commonly referred to as an RIA. Our business model was designed from the ground up to allow us to act as a truly independent entity. What this means for you is that we are able to utilize all of the same advanced technologies and resources that many of the largest branded-broker dealer firms do, but we won’t be trying to sell you in-house products at the same time.
We’re concerned with one thing and one thing only: allowing you to build, grow, and maintain your wealth over time, focusing on three areas of wealth management that are of unique yet critical importance to entrepreneurs and solopreneurs:
- Asset protection – This area of wealth management is an absolute must, due to the propensity for high-net worth individuals to attract nuisance lawsuits, and the attraction of unethical “advisors” and “supporters”.
- Estate planning – Beyond your hard assets, effective estate planning must include the assignment of rights to your business interests and any creative or intellectual property you possess, to avoid leaving these assets in “legal limbo” once you’re gone.
- Retirement Planning – Since there will likely come a day when the demand for your talents will fade, planning for your future following your career is critical to leading the life to which you’ve become accustomed. While the need to build new businesses may fade, your financial health can remain strong.
Executive Health Group
One of the core components of our business model that separates us from the competition is the presence of Executive Health Group, a boutique VIP concierge organization.
Getting treatment for any medical issues that you’re experiencing is important, but it’s only half the battle. Preventative treatment is just as important (if not more so), as it helps tackle small issues before they become much bigger and more expensive ones down the road. Executive Health Group can act as the perfect complement to your existing health plan, making sure that you always have the care that you need when you need it the most.
As an entrepreneur, you’re already aware of just how important it is to take control over the reins of your financial future. If you’re looking for a trusted partner to help advise you and give you the type of guidance that you need to make sure that your financial future is just as solid as your business future, click here to learn whether our unique approach to Holistic Wealth Management for actors and musicians is right for you, with our FREE Initial Consultation.