Wealth Management for Business Owners
hite Horse Advisors (WHA) Asset Management specializes in meeting the investment needs of current and former business-owners. Our team is particularly skilled at:
- Embracing each owner’s distinctive needs.
- Understanding an owner’s desire to not loose control of the management of their assets.
- Guiding clients as they shift from business owners to business-owner investors
We Understand the Needs of Business Owners
Business Owners Require a Different Approach
ompared to ordinary investors, business owners require a different approach because they have different wealth management needs. Every client that makes the transition from business owner to investor generally has the same concerns.
The Business-Owner Investor Model
Years of experience have helped us create a Business-Owner Investor Model. We use this model to guide and educate our clients as they make the transition from owners to investors.