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212-470-4283

will@wmdoctors.com

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Willert Morris Financial Management

Willert Morris Financial Management

Financial Advisor in Palm Springs, CA

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Financial Services for Business Owners


Where to Start?

As a small business owner who is looking to retire, it’s important to know the options available to you. Each exit strategy has pros and cons that you should know before you choose a path.

Check out this article to learn more. Once you’ve had a chance to think it over, give me a call and we can discuss which plan would work best for your business. 

The 8 Exit Strategies for Business Owners

Our Services

As a Certified Business Consultant, we provide personal wealth management to small business owners and physicians running their own practices, helping them grow their enterprise value and net worth all with retirement planning and exit strategies in mind.  

Each one of our clients has worked hard in their career to get to where they are today and are looking for our help to take their business to the next level through comprehensive planning, addressing issues such as:

  • Growing their business
  • Safely growing and protecting their assets
  • Minimizing taxes
  • Attracting and retaining key employees
  • Having a succession plan in place that protects the business, its employees and the family of the owner(s)
  • Planning their timely exit from their current business in a tax-efficient manner
  • Efficiently transferring their wealth to the next generation

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Woodard Institute Certification

Contact

Willert Morris Wealth Management, LLC.
244 Madison Ave, Ste 242
New York, NY 10016
212-470-4283

Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. WM Wealth Management, LLC and LifePro Asset Management, LLC are unaffiliated entities. For registration information on our firm, please go to https://adviserinfo.sec.gov/ and search for LifePro Asset Management, LLC or by our CRD # 285252. Advisory services are only offered to clients or prospective clients where LifePro Asset Management, LLC and its representatives are properly licensed or exempted.


Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are NOT FDIC insured.


No information provided on this site is intended as a solicitation to buy or sell any security. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or equal any historical performance level(s).


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