Financial Planning and
Advice for Businesses
Let's Connect!As a business owner, your personal and professional finances are deeply connected. PIB Wealth Management — the investment, financial planning and advisory division of PIB — helps you plan for both with integrated financial strategies that support your business goals, protect your assets and prepare you for the future you envision.
From insurance and risk management to business continuity, succession planning, tax and estate strategies, retirement planning and wealth transfer — we support every stage of your journey.
With decades of experience advising business owners, our Trusted Advisors work with you to create a clear, customized plan — so you can lead with confidence today and build lasting security for tomorrow.
Our team helps you answer the question: Will I be OK?
Comprehensive planning and advice for your future
Our wealth management team provides tailored strategies that help you protect, grow and transition your wealth with confidence. With a holistic approach and deep industry insight, we ensure your financial future is built on clarity, stability and lasting value.
Retirement Planning
PIB Wealth Management team has fine-tuned the retirement planning process, resulting in our proprietary Retirement Income RoadMap – a simplified, easy-to-understand approach tailored for business owners and professionals.
Our RoadMap helps you envision your retirement journey — now and into the future — with a practical tool you can revisit regularly to stay on track and adjust as your life evolves.
We’ll assess your unique needs and create a comprehensive retirement plan that transitions you from asset accumulation to generating sustainable retirement income.
Succession Planning
With decades of experience working with dealers and business owners, PIB has developed the Business Owner Succession RoadMap — a personalized plan to guide you through the succession and into a secure retirement.
We partner with a carefully selected accounting and advisory firm to provide you with collective expertise in succession and tax planning.
Let PIB collaborate with your accounting professionals to build a transition strategy unique to your goals and your legacy.
Strategic Business and Financial Planning
Our team of Certified Financial Planners develops personalized strategies to manage and grow your assets, build customized portfolios, monitor changing market and business conditions and apply tax-efficient techniques to support your long-term goals.
We turn complex financial questions into clear, confident decisions.
Why PIB Wealth Management?
Through decades of listening and evolving alongside our clients, we’ve built a national network of expert advisors. Our team combines deep industry knowledge with the strength and resources of a national organization, offering integrated solutions across a full suite of financial services including Business Insurance, Group Benefits, Group Retirement, Personal Insurance, Wealth Management, and Life and Health Insurance.
Let’s create your financial roadmap — together
Partner with us to design the right plan to build your wealth, safeguard your assets and help you
retire with confidence.
The Power of 6
We offer a unique comprehensive suite of insurance and wealth solutions rarely found within one team. From personal to business, protection to planning, we cover every financial need with expert care and insight.