Business owners.

Strategic wealth management to empower your business journey

From Startup to Succession, We’re with You

Being a business owner means juggling multiple roles and making decisions that impact both your company and your personal life. At HT|TC Wealth Partners, we recognize the challenges you face — whether you’re launching a startup, scaling for growth, or planning an exit strategy. With over 30 years of experience, we specialize in helping entrepreneurs like you navigate these complexities with confidence and foresight.

We know that your business is not just a source of income but a significant part of your identity and legacy. That’s why our approach integrates every aspect of your financial life, from personal wealth management to the intricate needs that arise throughout each stage of your business’s lifecycle. We offer a complete suite of financial services, delivered by our team’s collaborative network of professionals, tailored to support you as a business owner.

At-a-Glance: Is This You?

Who You Are: A business owner who needs a financial strategy that integrates personal and business goals, while addressing the complexities of managing substantial assets and evolving business needs.

What You Care About: Partnering with advisors who understand the entrepreneurial mindset and can provide insightful, strategic guidance for growth, succession planning, and achieving long-term financial stability.

What You Need: A collaborative and experienced team of professionals that offers personalized, proactive strategies to help you navigate the financial complexities of entrepreneurship, giving you the confidence to focus on what you’re good at — building and working on your business.

A Team That Understands Business Owners’ Needs

Your needs and challenges as a business owner are specialized and evolve as your company grows. Our comprehensive service model offers you targeted support, whether you’re in the startup phase, expanding, or planning your exit.

FINANCIAL PLANNING

We craft a personal plan that considers different scenarios — such as a potential sale, changes in income, or transitioning leadership — helping ensure your financial future is well-supported, regardless of what comes next.

ESTATE PLANNING

Planning for the future of your business and family requires careful consideration. We can help you create a clear and effective estate plan that includes business interests, outlines the roles of beneficiaries, and provides you with confidence that your legacy is preserved.

INVESTMENTS

Your business is an important asset, and your investment strategy should reflect that. We develop customized portfolios that account for the risks and opportunities associated with business ownership, integrating your business’s value into your overall financial strategy.

BUSINESS OWNER SERVICES

Whether you’re planning for succession, assessing the value of your business, or preparing for a sale, we offer strategies that help you navigate each stage of your business lifecycle. From conducting valuations to outlining succession plans, our experienced team and network of collaborative professionals are here to help guide you through every decision.

RETIREMENT PLAN SERVICES

Attracting and retaining good talent is critical to your success. We offer you an array of options to design competitive retirement plans that benefit both you and your employees, addressing fiduciary responsibilities and optimizing your retirement plan’s impact on your business.

INSURANCE & RISK MANAGEMENT

Protecting your business against potential risks is vital. We collaborate with you to identify vulnerabilities and implement insurance strategies that cover key areas such as overhead expenses, key person insurance, and buy/sell agreements, helping ensure the continuity of your business in any circumstance.

httc business owners financial strategy meeting

Connecting Business Strategy with Personal Wealth Management

As an entrepreneur, your business and personal finances are often closely linked. You might be wondering how to maximize the value of your business, prepare for retirement, or help ensure a smooth succession. Our team understands these concerns and works alongside you to develop strategies that align with both your business ambitions and personal goals. We provide you with clarity on how to utilize your resources to achieve balance, helping you prioritize and make informed decisions that can benefit all aspects of your life.

HT|TC Wealth Stories™ Spotlight: Business Owner Wealth Management

The Ramirez Family

A Steady Hand Through Loss

Bob Bennett & Bennett Manufacturing

Leadership with Heart: A Story of Stewardship and Growth

Dr. Meera Patel

Future-Ready: A Path to Business Success & Retirement Security

Your Partner in Financial and Business Success

Your financial strategy should grow as your business evolves. At HT|TC Wealth Partners, we’re committed to understanding your entrepreneurial journey and providing the insights and support you need to thrive. Through comprehensive planning and a hands-on approach, we’re here to help you achieve your financial goals and build a legacy that lasts.

Let’s build your financial future together, helping ensure every stage of your business journey is a success.