Services for Business Owners

Our mission is to simplify your finances, so that you can put time back in your life to allow you to do what you truly love.

Our mission is to simplify your finances, so that you can put time back in your life to allow you to do what you truly love.

Building and maintaining a successful business, all while trying to maintain a happy and healthy personal life can be a difficult balancing act. At Gornitzky Sage Wealth Management, our team of LPL Financial Planners understand the challenges that business owners face and we have built a defined process to help you address those challenges.  

What Makes Us Different

The core principle of our process involves an initial discovery meeting where we take the time to get to know you as a person. This enables us to learn what is important to you and what you want your money to do for you. After you have defined and articulated your goals, we then recommend a personalized strategy based on these goals and have periodic reviews to ensure you are still on track towards reaching your desired outcome.

What makes us different than many financial services firms is that our entire team gets to know you as an individual and then provides you with a customized experience and financial plan.  Our team members are available to speak with you to address any needs or concerns as they arise. As a client of Gornitzky Sage Wealth Management, you will never be routed through an impersonal 800 number or call center, nor will you have to speak with a random person who knows little about you except some security questions and your account number. 

 Services We Offer:

Compensation and Benefits

Compensation and Benefits

Helping you Attract and Retain Talent through attractive benefits such as: 401(k), Cash Balance, Deferred Compensation and Insurance Planning

  Comprehensive Wealth Management

  Comprehensive Wealth Management

Providing Investment Management, Financial Planning, Risk Management, Education Savings and Workplace Wellness Services

Cash Flow/Budgeting Services

Cash Flow/Budgeting Services

Analyzing P&L Statements, Balance Sheets and Statements of Cash Flow, Financing and Business Acquisition Opportunities

Succession, Exit and Legacy Planning

Succession, Exit and Legacy Planning

Helping Prepare You for an Exit from Your Practice by Quarterbacking or Complementing your Team of Tax, Estate and Financial Professionals. Upon the Sale of Your Business , We Help You Manage Your Wealth So You Can Focus on Enjoying Your Retirement

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