Growth and investment

Wealth Management for Business

Global Advisers understands the complexities of business ownership and can support you through every stage by working together to define your goals and help your business thrive.

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800-832-8514

Ext 1421

Mon-Fri 8am to 5pm

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OVERVIEW

Wealth Management for Business Owners

At Global Advisers, our wealth management services are purpose-built for business owners and entrepreneurs who need more than basic investment advice. Your financial life doesnโ€™t stop at the businessโ€”it extends into personal wealth, legacy planning, and long-term security. Our wealth management strategy integrates those priorities into one clear, coordinated solution.

We offer a disciplined, fiduciary-driven approach to wealth management, free from product commissions or sales pressure. Instead of one-size-fits-all advice, we deliver institutional-quality strategies tailored to your unique goals, risk tolerance, and time horizonโ€”so your personal wealth grows in step with your business success.

Designed for Business Owner Wealth

Most business owners struggle to connect the dots between business performance and personal financial outcomes. Our wealth management strategy bridges that gap. We help you structure your assets, accounts, and planning in a way that optimizes both current income and long-term wealth.

Each portfolio is built using proven asset allocation methods across major classesโ€”U.S. and international equities, bonds, and select alternatives. We apply tax-aware fund selection, rebalance regularly, and make sure your investments remain aligned with your evolving goals.

Whether you’re planning for retirement, optimizing income, managing equity compensation, or preparing to transfer wealth to the next generation, our solutions are designed to deliver clarity, control, and confidence.

Business Account Features

  • Integrated Wealth Strategy โ€“ Holistic coordination between business assets, personal investments, and estate goals.
  • Tax-Efficient Planning โ€“ Reduce tax drag with intelligent asset location and withdrawal strategies.
  • Fiduciary Advice Only โ€“ No commissions, product sales, or conflicts of interestโ€”just aligned guidance.
  • Long-Term Allocation Focus โ€“ Asset strategies built for compounding, capital preservation, and income growth.
  • Ongoing Oversight โ€“ Rebalancing, risk reviews, and regular updates keep you on track without daily effort.

Is It Right for You?

Our wealth management services are designed specifically for:

  • Business owners seeking personal investment advice that reflects business income and tax planning.
  • Entrepreneurs preparing for a liquidity event, sale, or business transition.
  • Professionals with concentrated equity, RSUs, or stock option exposure.
  • Families looking to align investment strategy with multi-generational goals and estate plans.
  • High-net-worth individuals wanting tax-aware, low-cost portfolio management.

Key Benefits

We believe real wealth management means more than just investmentsโ€”itโ€™s about aligning every financial decision with your long-term goals. Thatโ€™s why we deliver services that go beyond portfolio construction to include tax strategy, income planning, and estate coordination.

  • Personalized Strategy โ€“ Every plan is custom-built to reflect your goals, time horizon, and risk profile.
  • Tax Efficiency โ€“ Portfolios are structured to minimize taxable events and optimize after-tax returns.
  • Transparent Pricing โ€“ Clear, percentage-based fees with no commissions or product incentives.
  • Fiduciary Standard โ€“ We always act in your best interestโ€”no exceptions.
  • Comprehensive Oversight โ€“ From quarterly reviews to performance benchmarks, you stay informed and in control.

Fees & Expenses

We structure our compensation to align with your success. We do not accept commissions, kickbacks, or third-party payments from product providersโ€”ever. Instead, our fee model is simple and fully transparent.

We charge a flat advisory fee based on assets under management. If we deliver planning, tax consulting, or other personal finance services outside of investment management, those services are quoted separately and agreed upon in writing. You always know what youโ€™re payingโ€”and why.

This clear, conflict-free structure gives you confidence that every recommendation is made in your best interest, with no hidden agenda.

Take control of your personal financial future with strategic wealth management tailored for business owners.

Explore a smarter way to invest.

global adviser asset management for businesses

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