Archipelago Wealth Management - Archipelago Wealth Management

Guidance Beyond
Asset and Portfolio Management
Smart Wealth Transfer Planning
Prepare to Exit Your Business with Planning & Purpose
Tax Strategies For Complex Portfolios

Creating lifetime partnerships built on mutual respect and collaboration.

From humble beginnings to grand legacies, wealth journeys are as diverse as they are intricate.

At Archipelago Wealth Management, we understand that behind every financial story is a lifetime of hard work, dreams, and aspirations. Our clients come to us for guidance for major life transitions and smaller strategic shifts.

Guided by a rich history of financial expertise and a genuine passion for M&A, our approach is built on clear, user-friendly strategies tailored to your unique narrative. Whether you’re an entrepreneur aiming to maximize the value of your company or a family seeking to secure generational wealth, our holistic approach is here to serve your unique needs.

“Diversification may preserve wealth, but concentration builds wealth.”

– Warren Buffett

Services + Solutions

Exit Planning

We provide clients with a comprehensive strategy tailored to their unique business goals. Whether you are looking to sell your business, transfer ownership, or transition into retirement, we offer expert guidance to ensure a smooth and profitable exit.

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Financial Planning

We see comprehensive financial planning as vital for resilient financial futures. Guided by CERTIFIED FINANCIAL PLANNERS™ (CFP®), we offer a transformative journey tailored to your needs, crafting personalized strategies with industry leading technology.

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Investment Management

We tailor investment strategies for high-net-worth individuals and entrepreneurs, providing exclusive access to robust investment management and alternative opportunities. As an Accredited Investment Fiduciary, we prioritize our clients’ interests over our own. We openly disclose any conflicts of interest and work to align your investments strategically with your vision for financial success.

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Life Insurance

Life insurance is strategically utilized for legacy protection and tax-advantaged investments by business owners and high-net-worth families. Our tailored plans safeguard your financial future, serving as pillars of security for legacy protection and tax advantages.

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Charitable Planning

Our team specializes in charitable planning for ultra-high-net-worth individuals, optimizing the impact of contributions to align with philanthropic goals. Our qualified team guides you in making a lasting impact, ensuring your wealth contributes to positive change while maintaining financial strength.

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family eating together at a table laughing

Estate Planning

We prioritize seamless wealth preservation and transfer for entrepreneurs and high-net-worth families. Our holistic estate planning, tailored to your unique narrative, ensures your wealth becomes a lasting source of strength and opportunity for generations.

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Waves of Wealth™ – Our Turnkey Process for Entrepreneurs Selling Their Business

Your wealth can increase like the rising tides of the ocean, but without thoughtful tax planning, investment management, exit planning and estate planning, you could see your wealth go right back out with the falling tide. At Archipelago Wealth Management our Waves of Wealth™ process can empower clients to protect and grow their wealth through proactive planning. Executing on those plans with a heightened sense of confidence through a collaboration of trusted professionals. Each professional an island unto themselves yet all a part of the Archipelago ecosystem.

STEP 1
Building a Foundation: Financial and Estate Plans for Your Business Exit
- Create a comprehensive financial plan, including a net worth statement, balance sheet, and cash flow statement.
- Review and update your estate plan, considering life insurance and exploring tax mitigation solutions.
- Assess charitable intent and establish post-exit goals.
- Conduct a retirement gap analysis, ensuring that the sum of your current net worth and estimated business sale proceeds meets or exceeds your retirement needs.
STEP 2
Market Readiness: Business Valuation and Professional Guidance
- Engaged with third party valuation professionals to determine the worth of your enterprise.
- Work with third party M&A legal counsel for legal guidance throughout the selling process.
- Explore third party investment banking services to enhance the sale with the goal to maximize value.
STEP 3
Investing in Success: Tailored Portfolios for Post-Exit Prosperity
- Develop personalized investment portfolios to provide income, seek to protect assets, enhance tax efficiency, and foster growth.
- Align your investment strategy with your financial goals and aspirations for a successful post-exit financial journey.

Clear guidance for the journey ahead.

Entrepreneurs and families often grapple with the challenges of converting hard-earned wealth into lasting legacies. We illuminate the path, demystifying the complexities of asset growth, generational wealth transfer, and holistic financial planning.

It all starts with a conversation about your goals.

Guidance Beyond
Asset and Portfolio Management

Smart Wealth Transfer Planning

Prepare to Exit Your Business with Planning & Purpose

Tax Strategies For Complex Portfolios

Creating lifetime partnerships built on mutual respect and collaboration.

“Diversification may preserve wealth, but concentration builds wealth.”