Wealth Management Services for Business Owners
As a small business owner, demands on your time and attention may be keeping you from critical decisions regarding your financial future. Ferrara Kampstra will listen to your concerns and help you in key areas to support your continued success and long term financial goals.
Business Owners Need Wealth Management
Our team of experts will help you to maximize the effects of your years of hard work. And with our expertise in individual and organization-based financial planning, we can readily assist you with your business life financial transitions, for example starting a new business, expanding a business, or transitioning/selling a business.
Ferrara Kampstra is Your Personal CFO
As your personal CFO we will:
- Work with you to define a clear picture of your financial situation, goals, and roadmap for bridging the gaps.
- Facilitate frequent and open communication with your other professional advisors (CPA, attorney) to address your financial challenges in a strategic and coordinated manner.
- Provide you with unbiased and conflict free financial advice. Your CFO should work for you and operate with your best interests. As independent advisors we're not associated with any brokerage or investment company. We can build a financial strategy that fits your needs, and recommend investment products and strategies from the most appropriate providers.
We Have the Expertise You Require
With our comprehensive wealth management process, we help you clarify, develop and implement plans to reach your wealth management goals. Our extensive experience and specialized knowledge developed from working specifically with business owners enables us to meet the challenges faced by these clients. Our wealth management team is up-to-date on the latest industry best practices and trends and holds seven different financial management accreditations and licenses.