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Artemis Financial Services
Home
About
Services
  • Financial Planning
  • Wealth Management
  • Insurance Solutions
  • Giving With Purpose
  • Business Wealth Strategy
  • Speaking and Workshops
FAQ
Client Stories
Your Wealth Library
  • Podcast
  • Events
Contact
Client Portal
More
  • Home
  • About
  • Services
    • Financial Planning
    • Wealth Management
    • Insurance Solutions
    • Giving With Purpose
    • Business Wealth Strategy
    • Speaking and Workshops
  • FAQ
  • Client Stories
  • Your Wealth Library
    • Podcast
    • Events
  • Contact
  • Client Portal
  • Home
  • About
  • Services
    • Financial Planning
    • Wealth Management
    • Insurance Solutions
    • Giving With Purpose
    • Business Wealth Strategy
    • Speaking and Workshops
  • FAQ
  • Client Stories
  • Your Wealth Library
    • Podcast
    • Events
  • Contact
  • Client Portal
three women walking in an office together
Business Wealth Strategy Built for Long-Term Alignment

Strategic guidance for business owners navigating growth, compensation, retirement plans, taxes, and long-term wealth, with a fiduciary partner who understands the full picture. 

Schedule a Consultation

A Partnership-Driven Approach to Business Wealth

We support business owners who want intentional strategy around growth, income, retirement planning, and long-term wealth. Whether your business is scaling, stabilizing, or preparing for a future transition, our role is to bring structure, clarity, and partnership to the decisions that shape both your business and your financial life. 

Who This Work Is For

We support business and organizational leaders who want intentional strategy around growth, income, retirement planning, and long-term wealth.


This work is well-suited for:


  • Business owners navigating growth, cash flow, compensation, and future transition planning
     
  • Entrepreneurs balancing personal and business financial decisions
     
  • High-income professionals with complex planning and investment needs
     
  • Nonprofit organizations and leadership teams seeking fiduciary oversight and strategic support for 403(b) and retirement plans
     
  • Organizations looking to evaluate plan fees, investment lineups, governance structure, and participant outcomes
     

Our role is to bring structure, clarity, and partnership to the decisions that shape both your organization and your financial life, so strategy stays aligned as things evolve.

How We Support Business Owners and Their Wealth

Business Financial Strategy

Retirement Plan Strategy for Owners & Teams

Retirement Plan Strategy for Owners & Teams

Compensation planning, cash flow alignment, and decision support so income, distributions, and reinvestment decisions support both today and long-term goals. 

Retirement Plan Strategy for Owners & Teams

Retirement Plan Strategy for Owners & Teams

Retirement Plan Strategy for Owners & Teams

Design, oversight, and fiduciary guidance for business retirement plans, including 401(k) and 403(b) plans — with a focus on fee structure, plan design, and employee education. 

Wealth Management & Investment Strategy

Retirement Plan Strategy for Owners & Teams

Wealth Management & Investment Strategy

Ongoing fiduciary investment management aligned with business income, tax considerations, and long-term objectives. 

Risk, Income & Protection Strategy

Coordination with Tax & Legal Professionals

Wealth Management & Investment Strategy

Strategic use of planning tools to protect the business, the owner, and the wealth being built — aligned with long-term sustainability. 

Coordination with Tax & Legal Professionals

Coordination with Tax & Legal Professionals

Coordination with Tax & Legal Professionals

Collaboration with CPAs, tax strategists, and attorneys to evaluate compensation, tax outcomes, and planning decisions using forward-looking analysis. 

Legacy & Transition Strategy

Coordination with Tax & Legal Professionals

Coordination with Tax & Legal Professionals

Guidance around succession planning, business transition, and long-term legacy decisions so today’s strategy supports what comes next. 

Planning for Growth, Transition, and Legacy

man and woman standing in a office with an ipad

For many business owners, the most impactful financial decisions come later — selling a business, transitioning leadership, or creating a legacy that extends beyond the balance sheet.


We help clients think ahead, integrating long-term planning into today’s decisions so wealth is transferred intentionally, not accidentally.


This includes:


  • Planning for business transitions or eventual sale
     
  • Evaluating how ownership structure and compensation impact long-term wealth
     
  • Aligning legacy and charitable goals with tax-efficient strategies
     
  • Ensuring personal wealth and business decisions stay aligned

How Business Strategy Fits Into Your Broader Wealth Plan

Business Wealth Strategy often works alongside financial planning and wealth management, but it is not limited to investment decisions alone.


We help ensure business decisions align with personal wealth strategy, tax considerations, retirement planning, and long-term goals — so nothing is working at cross purposes.

FAQ: Business Wealth Strategy

Visit our full FAQ page for more information 

Yes. We work virtually with business owners across the country. 

Yes. We provide fiduciary guidance, fee review, plan design support, and ongoing oversight for employer-sponsored retirement plans. 

Yes. We regularly collaborate with tax and legal professionals to align strategy and planning decisions. 

Most business owners work with us on an ongoing basis so decisions stay aligned as the business evolves. 

Ready for a Strategic Partner in Your Business and Wealth?

group of people talking at a table and looking at a laptop

If you’re navigating complex decisions and want clarity across your business, personal wealth, and long-term plans, the next step is a conversation. 

Schedule a Consultation

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