SPECIAL ADVERTISING SECTION
(formerly Bay Point Wealth)
Financial Planning for Business Owners
Business owners face distinct challenges when it comes to finances, as your personal wealth is often intertwined with your business. An experienced financial advisor offers strategies to manage both areas of your financial life effectively.
As your business matures, consider working with an advisor who provides guidance in the areas that impact the financial health and longevity of your business—including cash flow management, tax efficiency, business valuation, succession planning, risk management, investment and growth strategies, and retirement planning for employees.
Your business deserves more than just success; it deserves a solid financial foundation. For more than 35 years, Modera Wealth Management has helped business owners like you prepare for the future.
Whether you’re planning for growth, preparing for retirement, or securing your legacy, we’re here to assist. Visit our website to learn more or give us a call to get started today.
582 Bellerive Road, 4D Annapolis, MD 21409 410-626-8198 409 Love Point Road Stevensville, MD 21666 443.249.3337 moderawealth.com
