Financial Services for Business Owners

• Succession & Retirement Planning
• Key Executive Benefits
  • Deferred Compensation
  • Executive Bonus
• Qualified Retirement Plans
  • Pension
  • Profit Sharing
  • 401(k)
  • SEP
• Employee Group Benefits
• Employee Educational Seminars

Consigli Wealth Management can help your business succeed both today and in the future.

Consigli Wealth Management, Inc. provides business owners with sound planning for the future and helps you identify opportunities that help your company to prosper and grow in a rapidly changing economic world.

Benefit Plans

We understand that businesses have a unique set of circumstances. Consigli Wealth Management can help you provide benefit plans for your employees that include: plan design, administration and investment management services.

Sound planning can create confidence for you and your key executives, help ensure business continuation, and provide funding for your buy/sell agreements.