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.

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Business Owners Need Wealth Management

Your business is an integral part of your financial picture and should be included in a comprehensive wealth management plan. Our goal as your advisor is to develop a holistic and strategic wealth management plan that incorporates both your business life and your personal life.

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

Working with the CEO, a Chief Financial Officer (CFO) organizes and manages the company's financial information so that the company can reach its business and financial goals. You are the CEO of your life; responsible for making and implementing strategic decisions. At Ferrara Kampstra, we act as your "Personal CFO", organizing and managing your financial life, enabling you to make well-informed financial decisions and focus on what matters most to you.

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

As accredited pension representatives, our firm has a specialized background in qualified employer-sponsored retirement plans. We know the ins and outs of creating and managing a retirement plan and can develop a plan that will enable you to save money on your business taxes, retain quality employees and allow you and your employees to save for retirement.

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.