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Wealth Management for Business Owners

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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

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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.

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