Business Owners

Wealth Management for Entrepreneurs & Business Owners

Many of our clients have accumulated wealth by building their businesses as entrepreneurs. At Rhame & Gorrell Wealth Management, we’re proud to offer wealth management for entrepreneurs and strategies designed to benefit their businesses’ unique situations. Whether it’s transitioning ownership of the business, setting up retirement benefits, or navigating different tax situations, our team is here to help guide you through these complex issues.

How We Help Entrepreneurs & Business Owners

While every situation is unique, there are several circumstances we frequently help our self-employed clients address:

  • Managing variable cash flows (This includes cash management and goals with different time horizons)
  • Setting up and managing a 401(k), SEP IRA, or another small business retirement plan
  • Simplifying your financial life so you can focus on what you do best: managing your business
  • Working to develop a cohesive investment portfolio strategy based on your unique risk profile as a business owner
  • Evaluating your insurance coverage, such as life and disability
  • Tax planning that ranges from projecting estimated payments to taxation on the transition of ownership

Why Do Business Owners

Need Wealth Management?

There are several challenges you face daily as a business owner. Whether it’s managing your employees or responding to customers, the last thing you should have to worry about is the management of your retirement assets. Our investment advisers are committed to helping you meet your financial goals by offering guidance and support in several areas, including:

Risk Management

Managing your business finances involves a level of risk. Our financial planners will help you weigh the pros and cons of every option available to ensure you have the knowledge needed to decide on what suits you and your unique business situation.

Investment Advice

There are a number of ways to achieve increased success with your business and investments. At RGWM, we provide tailored tax and investment advice to ensure you can continue growing your business and investment assets.

Trusted Results

Planning for your financial future can be wrought with worries and uncertainties. We provide our clients peace of mind through ongoing support, personalized advice, and proven financial strategies to guarantee financial success both now and in the future.

Schedule a Free Consultation

Our wealth advisors are ready to help you formulate a long-term strategy for your finances.
Schedule a free consultation with us today!

Schedule Now

Call Us or Email Us

Wealth Management Tailored to Your Needs

Corporate Executives

Tailored financial advice for CEOs, presidents, and owners of large companies

Learn More

Oil & Gas Professionals

Trusted advisory services offered to employees of oil and gas companies

Learn More

Business Owners

Reliable financial services for individuals who own or manage their own businesses

Learn More

Affluent Families

Estate planning and wealth management services for higher-income families

Learn More

Financial Planning

Partner with certified financial planners for your asset management needs

Learn More

Investment Management

Experience investment advising catered to your long-term financial goals

Learn More

Retirement Planning

Plan for the future with help from our investment plan and wealth advisors

Learn More

Tax Optimization

Maximize your tax returns with strategies from our expert financial advisors

Learn More


Financial Advisors

Send our team a message and we will respond via phone or email in one business day.