Business owners and entrepreneurs have unique wealth management needs. We understand that the needs of a business owner are different from those of an individual investor, which is why we offer tailored services to meet their needs. Here are some of the services we offer:

Financial Planning and Analysis: We offer financial planning and analysis services to help our clients stay on top of their financial health. Our team of financial experts will work with you to create a detailed financial plan, including budgeting, forecasting, and risk management. We understand that every business has different financial needs, and we will work with you to create a plan that meets your specific goals.

Investment Management: We understand that businesses need to invest to grow their operations. Our investment management services help our clients identify and manage investments that align with their objectives, whether it’s to generate income or augment capital. We will work with you to create a customized investment strategy that meets your business needs.

Estate Planning: As a business owner or entrepreneur, it’s important to plan for the future of your business. Our estate planning services help clients protect their assets and develop plans for both succession and the transfer of assets. We will work with you to create a comprehensive estate plan that meets your specific needs.

Retirement Planning: Business owners and entrepreneurs need to consider employee retirement planning as well as their own. At Ellinghams, we work to ensure our clients plan for a comfortable retirement while also ensuring that their businesses continue to thrive.

Risk Management: Risk management is an essential part of wealth management, especially for business owners and entrepreneurs. Our risk management services help our clients identify and manage risk, whether it’s related to their business or personal assets.

Contact us today to learn more about how we can help you manage your wealth and grow your business.