Business Owners

At Private Wealth Consultants, we are committed to helping business owners in the areas of asset protection, alternative lending, and other financial problem solving services. In today's unprecedented market environment, we see businesses of every size getting “squeezed” by banks, making the already daunting challenge of running a profitable business even more difficult.

In addition to assisting with the traditional areas of financial planning for business owners that serve to protect the assets of your corporation, we partner with companies that offer alternative financing to qualified businesses. As business owners strive to make a profit in the face of ever-shifting obstacles, our team is here to help you achieve growth and fulfill the dream of your business.

In addition to our alternative lending strategies, we offer the following services to help grow and protect your business assets:

  • Asset Protection
  • Estate Tax Liability Funding
  • Executive Benefit & Retirement Plans
  • Insurance Advisory Services
  • Investment & Strategy Review
  • Investment Portfolio Design & Implementation
  • Manager Research & Monitoring
  • Performance Measurement & Monitoring
  • Risk Management
  • Succession Planning


"The man who is prepared has his battle half fought."- Miguel De Cervantes

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