As a business owner, your focus has been on growth—serving clients, leading a team, and keeping the business strong. But at some point, you start to think about what comes next. How do you turn years of hard work into lasting wealth? How do you build a personal financial plan that supports your life outside the business?
At Judd Bisson & Associates Private Wealth Management, we specialize in financial advice for business owners—especially those who want a clear strategy to enjoy life today and feel confident about the future.
You are your business—but your wealth shouldn’t be
Too often, business owners keep all their wealth tied up in the company. That’s a risk. We help you build income and security outside the business—without slowing down growth inside it.
That might mean setting up a holding company to manage profits more efficiently. It could mean building a diversified investment portfolio that supports your lifestyle now and after you sell. It might also include life insurance strategies that protect your legacy and reduce taxes.
Whatever the solution, we bring clarity and structure to help you get the most from your business—now and later.
Smart planning for retirement, succession, and beyond
We understand what it takes to build something from the ground up. That’s why our financial advice for small business owners is rooted in experience. We help you create a full roadmap—from saving for retirement to developing a succession plan that ensures you get the return you deserve.
Thinking about passing the business to family? Selling to a third party? Stepping away entirely? We guide you through each step, making sure you keep more of your wealth and reduce uncertainty along the way.
Clarity, confidence, and long-term support
As your financial advisor for small business owners, we don’t hand you a cookie-cutter plan. We take time to understand your goals, your business structure, and your family. Then we build a plan that connects everything—from taxes and investments to estate planning and exit strategies.
Clients often tell us the relief is immediate. Finally, their personal and business finances are working together—not competing with each other.