Wealth Management for Business Owners
“We came to TriCord to work with Jeremiah as our attorney to help sell our dental practice and a few car wash businesses. As he guided us through the exit process, Jeremiah and his team also helped us organize our accounts and develop a financial plan for our future. Because of their support, we feel confident in our finances as we step into this new season. TriCord Advisors continues to support us by managing our investments and we appreciate their fantastic team.”
What can TriCord Advisors offer my business?
Wealth Management Services
As a business owner, your personal finances need to align with your professional goals and business demands. TriCord Advisors takes a deep dive into understanding both financial scenarios and syncs the two to provide you with a clear, connected picture of your financial future.
TriCord Legal Services, Inc. is a separate company affiliated with TriCord Advisors and provides legal services to our clients when appropriate. Jeremiah Lee specializes in business transactional law, including entity formation, shareholder agreements, buy/sell agreements, redemption agreements, mergers & acquisitions, and succession planning.
Thoughtful and advance tax planning lends an efficient multi-year strategy to capitalize on tax benefits available to you. TriCord Advisors will help you identify these tax advantages and include them as part of your holistic financial plan. We specialize in planned giving arrangements, including donor advised funds, foundation planning, and ROTH conversions.
We can’t wait to meet you.
Our team includes 4 Certified Financial Planner™ professionals, 11 experienced achievers, and an enthusiastic client services team dedicated to providing you excellent customer service. We make managing your financial future an enjoyable experience.
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Let’s find out how we can serve you.