Business Services

Get advisory and management tailored specifically to business owners, including succession planning.

How Can We Help?

Submit the form below to let us know how we can help with your business’s financial needs.

Comprehensive Financial Advisory for Business Owners

After years of hard work, perseverance, and vision, your leadership has transformed an idea into action and built a successful business. You have achieved a level of business success attained by few and feel both a pride of ownership and a sense of responsibility for the future of your business.

The financial advisors at W3 understand the level of dedication it takes to get to this point because we too have built a successful business. We have faced the challenges of growth and understand the complexities involved in being the CEO of your business and of your family. Where business and personal meet, W3 has the expertise to help. We look at the big picture as well as all the individual moving pieces and work to coordinate both personal and business financial life planning.

We provide this same care and consideration for your employees when managing company-sponsored qualified and non-qualified retirement plans. You’ve worked so hard to build your business and find the right employees to be successful. Now it’s time to work with the right financial team to help guide yourself, your company and your employees on the road to retirement.

Our Services

We have worked with business owners and their employees for over 30 years providing seamless guidance and advice to help them make the most of their financial lives. Let us help you do the same!

401k/Pension/Profit Sharing Plans

Help ensure the financial well being of your employees by offering comprehensive retirement benefit solutions. Our services include the design, implementation, and management of 401(k), pension, and profit-sharing plans, tailored to meet both employer and employee needs.

Business Continuity Planning

Work to safeguard your business against unforeseen disruptions with our business continuity planning services. We help identify potential risks, develop contingency strategies, and create resilient frameworks, ensuring that your operations can withstand and recover from any unexpected challenges.

Business Growth Planning

Propel your business forward with our tailored growth strategies. We analyze markets, identify opportunities, and formulate expansion plans. From innovative product development to strategic partnerships, we guide your journey to increased profitability and long-term success.

Retirement Planning

Support your financial future with personalized retirement planning services. We offer professional guidance on wealth accumulation, investment strategies, and retirement income optimization to help you achieve your retirement goals and enjoy financial peace of mind.

Succession Planning

Aid the seamless transition of your business to the next generation with our succession planning services. We assist in identifying and developing potential leaders, creating a strategic roadmap for leadership continuity, and addressing key challenges associated with the succession process.

Tax-Advantaged Planning

Optimize your tax efficiency and enhance your financial performance with W3. Our experts work closely with you to identify opportunities for minimizing tax liabilities, taking advantage of incentives, and ensuring compliance with the latest tax regulations to maximize your business’s bottom line.

Meet Our Team

Our team of client service administrators and financial officers, advisors, and paraplanners love what they do, and they love working at W3 Financial Group. Once you meet them, we think you’ll love working with us, too.
W3 Financial Group Financial Advisors and Certified Financial Planners

Explore Our Process

We take a logical, strategic approach to help clients succeed. It begins with gaining a deep understanding of where you have been, where you are today, and where you want to be in the future.

Build a Complete Financial Picture

Whether you’re seeking meticulous accounting services or strategic wealth management, our dedicated teams are here to maintain a complete and clear financial picture for you and tailor a plan that aligns with your goals.