We understand your best investment is your business.

Business Owners

We understand your best investment is your business. Our planning process is specifically designed to help enhance the value of your existing and future success.

The Problem with Traditional Planning

Traditional wealth-planning involves multiple tax, legal and financial advisors working on isolated projects, leaving the business owner with the responsibility of seeing the total plan through completion. Each advisor may have the business owner’s best interests at heart, but without a unified strategy, significant planning gaps may exist and become the catalyst for lost time and lost money.

The AltruVista Difference

  • We bring your various advisors together to help them understand your financial plan and develop a single voice that speaks to the details of your financial picture.
  • Before discussing any specific strategies, we help you clearly define what you want to accomplish, so your objectives dictate the plan, not vice versa.
  • We take the time to educate you on your options, helping you simplify complex concepts, and empowering you to take action on goals.
  • We quarterback the implementation process, and help you execute the overall plan.

AltruVista Wealth Center For Business Owners

A comprehensive wealth-planning experience uniquely designed by, and for, highly successful business owners. A process that provides clarity and confidence over your total financial picture and expertise that delivers significant value above the traditional client/advisor relationship.

Contact us today to learn more about our wealth planning services for your business.

Other Areas of Focus

Retirement Planning

When it comes to retirement planning, we believe the value of a financial advisor is their ability to ask you the right questions. And just like all of our financial services, our retirement planning processes are based on your answers to those questions.

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Athletes

Professional athletes offer a unique challenge to wealth planners. Without a plan or long-term retirement strategy in place, the transition out of a professional sports career can be financially devastating. This is a unique challenge we at AltruVista can assist with.

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Investment advisory services offered through AltruVista LLC, an SEC registered advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. AltruVista LLC is a separate entity from ValMark Securities, Inc.