Who We Serve: Small Business Owners

Investment and Financial Planning for Small Business Owners

At Sigma, we take into account the unique considerations and challenges of owning a small business.  We understand that the financial aspects of a small business owner’s personal and professional life are often closely intertwined.   We have experience dealing with these types of multifaceted situations.  

Although our main focus is on managing assets for high net worth individuals, our team of experienced advisors, most of whom hold the prestigious Chartered Financial Analyst (CFA®) or CERTIFIED FINANCIAL PLANNER (CFP®) designations, and have an average work experience of more than 20 years, allows us to serve small business owners well.  

We will work with you to develop a comprehensive plan that includes strategies to merge the complexities of your business and personal finances into one integrated vision of the future.  We will partner with you to navigate issues surrounding wealth accumulation, diversification, asset planning, and risk management.  Our team will also work with your tax, insurance and legal counsel to assist you in creating strategies to meet your long term goals for retirement.

We want to help you leave a legacy that will benefit your family for generations to come.  

The financial aspects of a small business owner’s personal and professional life are closely intertwined. Sigma Investment Counselors take into account the unique considerations and opportunities of owning a small business. The investment counselors at our locations in Michigan, Ohio, and Florida understand that small business investing can be a complicated topic. That is where our professional and expert investment counselors come in.

We help with questions such as:

“What is the best way to finance my business? ”

“Am I able to reduce my taxable income?”

“Is my insurance coverage sufficient?”

“What kind of estate planning should I be considering, given the unique aspects of my business?”

Contact Sigma Investment Counselors to learn more about wealth management for small business owners.