WEALTH STEWARDSHIP
Business value meets personal prosperity.
The focus of our expertise.
A business owner’s personal finances are always inextricably linked to their company. Our responsibility is to steward the growth and stability of both simultaneously. In the present, we’ll help you strategically allocate cashflows. In the future, we’ll help you turn business net worth into liquid cash wealth that suits the next chapter of your life.
Your assets are far more complex than those of the salaried affluent, and if managed properly, your business carries exponential wealth potential for you and your family. That’s why you need a financial advisory team that understands business, sees further, thinks deeper and offers more comprehensive, analytical expertise.
No matter your end game for the business, we manage growth and distribution of your personal finances so you have the freedom to live a life you want. New projects and ventures, philanthropic endeavors, generational wealth – our approach takes each of your unique targets into account.
Making the most of the right now
By managing and protecting what your business is worth, we are directly controlling your long-term wealth. Along the way, we look closer and integrate the business finances with your own personal picture. We ensure you are paying yourself optimally, create diversification within your portfolio, and implement solid protections against market swings.
Long-term investing with confidence and clarity
Investing into your business is one thing. Investing into the securities marketplace is another. It’s our job to empower clients with the portfolio mix and oversight necessary to create steady returns no matter the market conditions. Just like business, it is a science of highly calculated risks. We apply the same depth of vision and analytical rigor to your personal finances as we do to your business valuation.
Managing minutia on your behalf
Our comprehensive approach to wealth management reduces gaps and inefficiencies in your wealth picture to create long-lasting legacy. Legal, taxes, charitable giving, estate planning, and asset protections are all carefully and holistically integrated into our services. We work closely with your existing advisors to make sure your strategic financial plan is seamless and solid.
In our line of work, business is always personal.
At Pendleton Street, portfolio management for our business owner clients is never a siloed line of service. It’s a critical through-line as we work to maximize your business value, structure growth, and create long-term potential.
We take our wealth stewardship role very seriously, and therefore exclusievely offer these services to existing advisory clients with whom we have an established track record. As a Registered Investment Advisor (“RIA”), we are bound to our clients as a regulated fiduciary, and obligated to act in their best interests, regardless of market circumstances.