Wealth Management

Business Services

Executive Planning

In many cases, the needs of business owners and top executives are more complex due to their relationship with the business. And oftentimes, their own personal investment needs and goals are pushed to the back burner.

At Ixonia Wealth Management, our LPL Financial Advisors recognize the challenges, specialized needs, and concerns that business owners and executives are burdened with. In additional to personal financial planning, they can help with:

  • Buy-Sell Agreements
  • Corporate Trust Services
  • Deferred Compensation
  • Employee Stock Option Plans
  • Key Person Insurance
  • Legacy Planning
  • Maximizing Tax-Advantage Savings
  • Providing FDIC-insured options for your cash flow

Are you currently working with a financial consultant? Our team would be happy to provide a complimentary, no-obligation second opinion on your existing investments and financial plan.

Executives benefit from thorough wealth planning and a team of financial experts that can help them uncover opportunities and manage risks. Save yourself the daunting, and oftentimes overwhelming task of developing an executive plan – Contact a LPL Financial Advisor at Ixonia Wealth Management today!

Investment Disclosure

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Ixonia Wealth Management and Ixonia Bank: Not registered broker/dealers; Not affiliated with LPL Financial.

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency

The LPL Financial Representatives associated with this website are Registered Investment Advisor Representatives (IAR) in WI, and may discuss and/or transact securities business only with residents of the following states:
Jeff Taylor – WI, IL, NM | Jan Grimm – WI, MI, FL, AL

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