Exit Planning
Exit Planning is a curated process aimed at helping business owners transition out of their companies smoothly and successfully. At Archipelago Wealth Management, we offer a tailored approach to guide you through this journey. With personalized steps that seek to maximize your business’s value, minimize tax implications and pursue a seamless handover.
We help you define your goals, determine your business’s worth, and implement strategies to enhance its value. Whether you plan to sell, transfer ownership, or pass the business on to family or employees, we explore the best exit options for your situation. Our team also handles tax, legal and contingency planning to prepare your business for any unexpected challenges.
With our expertise, you can navigate the complexities of exit planning with confidence and clarity.
Financial Planning
For families, high-net-worth individuals, and entrepreneurs, comprehensive financial planning is the cornerstone of a resilient financial future.
Archipelago Wealth Management, led by CERTIFIED FINANCIAL PLANNERS™ (CFP®), offers more than just financial planning services; we provide a transformative journey tailored to your distinct needs. Using robust financial planning technology, we craft personalized strategies that transcend traditional boundaries. Our commitment extends beyond the numbers, focusing on understanding your unique narrative to develop a holistic plan that not only preserves your wealth but enhances your ability to pursue your dreams.
Investment Management
High-net-worth individuals and entrepreneurs require investment strategies that align with their risk tolerance and financial objectives. Archipelago Wealth Management provides exclusive access to dynamic investment management and alternative investment opportunities. Our dynamic approach goes beyond conventional portfolios, tailoring strategies to suit your aspirations for growth and prosperity.
As an Accredited Investment Fiduciary, we have a duty to put your interests ahead of our own. We ensure that your investments are not just managed but strategically aligned with your vision for financial success.
Life Insurance
For business owners and high-net-worth families, life insurance is more than just a safety net; it’s a strategic tool for legacy protection and tax-advantaged investments.
Archipelago Wealth Management understands the unique needs of our clientele and offers bespoke life insurance plans that safeguard your financial future. Whether you’re aiming for legacy protection or seeking tax advantages, our specialists craft strategies that seeks to stand as pillars of financial security, ensuring that your wealth transcends generations while providing clarity in the face of life’s uncertainties.
Charitable Planning
Making a meaningful impact through charitable planning is often a priority for ultra-high-net-worth individuals and families.
Archipelago Wealth Management specializes in developing strategic plans that not only align with your philanthropic goals but also seeks to optimize the impact of your charitable contributions. Our experienced professionals navigate the intersection of financial strategy and charitable intent, ensuring that your giving reflects your values and aspirations. Our Archipelago team is here to guide you in making a lasting impact, ensuring your wealth contributes to positive change while maintaining your financial strength.
Estate Planning
Entrepreneurs and high-net-worth families recognize the importance of preserving and transferring wealth seamlessly.
At Archipelago Wealth Management, our holistic approach to estate planning goes beyond numbers; it’s about preserving your legacy. We craft comprehensive estate plans tailored to your unique narrative, providing you with the confidence that your wealth will be a lasting source of strength and opportunity for your family for generations to come.
