Rathnam Capital employs a team approach to designing a wealth management plan for our clients.

Wealth Management for Business Owners

Business owners have unique needs including how best to leverage their businesses for their benefit. While most business owners know where every dime is going in their business, they are often too busy to pay the same attention to their personal finances.

​​We offer:

• Financial planning which incorporates the details of our clients’ largest asset:  their business
• Risk management strategies to mitigate risks business owners face
  
• Portfolio hedging strategies structured specifically to your industry
  
• Leveraging your portfolio to lower financing costs or reduce tax liability
  
• Retirement plans beyond traditional IRAs or 401ks
  
• Tax deferral beyond retirement plans
  
• Asset protection from creditors  
  
• Succession Planning
  

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Our Services

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