Are you doing all you can to optimize your business or practice… to build and support personal wealth?

Business owners and professionals dedicate a significant part of their lives to making it a success. Ever wonder whether the business is doing all it can for you? You may be asking yourself:


  • Are there strategies that could draw money out of my business tax free and allow me to diversify my wealth with outside investments?
  • Am I getting the most tax advantages to preserve more of what the business earns?
  • Am I doing everything possible to protect my liability exposure?
  • Can I free up more time to spend enjoying my family?
  • What is my best exit strategy to help ensure the best outcome for myself and for my loyal key employees?

Stifel Independent Advisors, LLC and its associates do not offer tax or legal advice. Your should consult your tax or legal advisor regarding your particular situation.

Despite market volatility and economic uncertainty, clients can pursue their financial objectives and enjoy a “Life Well Lived.”

Over 60% of small businesses (and professionals) either lose money or just break even, and thus fail to enrich their owners’ personal wealth.*

For over 35 years, we have helped our clients pursue their financial objectives with our client-first, personalized comprehensive services. As you explore options for your financial guidance, we invite you to consider our “2nd Opinion” program for a complete, unbiased review of your financial program.

*National Federation of Independent Business’ Education Foundation annual survey, www.nfib.com.

Many people find that having an independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and the market.

Discover how KWM Wealth Advisory’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.