At Duggan Wealth Management, we implement a specialized approach tailored to meeting the unique needs of business owners and executives. From navigating complex tax structures to maximizing executive compensation packages, we understand the intricacies of the business world and can help you achieve your biggest goals and aspirations.
Together, we’ll tackle your most pressing questions, such as...
- What strategies can I use to retain key employees of my business?
- What type of succession plan or business exit strategy should I consider when I’m ready to retire?
- How can our company’s assets be better positioned for growth, tax advantages, and access?
- What are the implications of my employer’s various stock compensation plans?
- How can we best mitigate taxes both now and in the future?
- How do I know I have the right advisor who understands my unique needs?
Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation
Services and Solutions for Business Owners and Executives
Employee Benefits Planning
Give your business a competitive edge with a strong benefits package. Our team will work with you to design a competitive suite of benefits that will help attract and retain top talent.
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Business Planning
Your business reflects you, so it takes personalized business planning to help you grow and protect the value you’ve built in your business.
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Business Succession Planning
Make sure the business that you’ve worked hard building will continue to move forward once you’ve decided to step back.
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Retirement Planning
No matter what you see yourself doing, the places you picture yourself exploring, or when you want to start doing them, we’ll create the right plan to help you retire the way you want.
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Wealth Management
A personalized wealth management strategy is necessary to sustain and grow your long-term wealth, meet your financial goals and align your comfort with market risks along the way.
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Investment Solutions
Our long-term approach to investing and wide range of options can help meet your unique financial needs—giving you the edge you and your family need to enjoy your wealth today, and for generations to come.
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