Small & Medium Sized Business Owners

Financial and Wealth Advisory Services for You, Your Business, and Your Employees.

Benefiting Business Owners and Their Teams

Running a business can be incredibly rewarding, both financially and emotionally. It can also be challenging. Not only do you have to worry about your own future, but you are responsible for the people you employ. Even if you plan to work forever, your team members may be looking forward to spending their days spoiling their grandkids or traveling the world.

Managing retirement plans and safeguarding income can be difficult to balance while taking care of day-to-day business operations. Nisivoccia Wealth Advisors provides retirement planning services such as 401(k), Roth 401(k), and 403(b) plan development for owners and their employees.

Businesses also need to be protected from an unexpected loss of a key employee or an unexpected lawsuit.

When it comes to your financial well-being, we are here to help. When we work together, we spend time to understand your business operations, assess the risks and, serve as your advisor as you make decisions that impact not only your and your family but many other individuals and families.

We also understand that businesses often have several owners, many times, members of the same family. We are very experienced in creating financial strategies designed for multi-generational businesses.

As always, everything we do is focused on tax savings and wealth maximization.

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