
Obermeyer Wealth News | Winter 2025 Marketpoint: Broadening Markets, Changing Policies 2025 As we close the books on 2024, we reflect on a year marked by remarkable market resilience, technological…
Navigate the complex transition of your family business with confidence. Our team acts as a sounding board for your potential succession plans and helps the professional advisors you need to rely on to achieve your goals stay coordinated.
”Time is the friend of the wonderful business, the enemy of the mediocre.
Warren Buffett
From ownership transfer strategies to post-exit planning, we coordinate with your advisors to help you create a plan that address your goals.
Understand how different succession scenarios affect your personal wealth and retirement goals. We help evaluate various exit strategies’ wealth creation implications while seeking to protect your long-term financial security.
Navigate complex family discussions around business transition. We serve as an objective advisor, helping you explore options that balance business needs with family relationships and individual aspirations.
Foster open dialogue about wealth transfer through facilitated family meetings and clear succession plans. We help address sensitive topics while maintaining family harmony throughout the transition process.
Obermeyer Wealth Partners is an independent, fee-only wealth management firm. Our investment philosophy emphasizes patience and long-term wealth preservation over speculative gains. Through strategic portfolio construction and disciplined financial planning, we help you build and protect lasting wealth for generations to come.
An advisor will help analyze how different exit scenarios impact your personal financial goals. This includes evaluating your post-sale investment needs, retirement income requirements, and tax implications. A wealth advisor can create projections to help ensure that a succession plan accomplishes your goals.
While business succession itself may take years to implement, understanding its impact on your personal finances should begin well in advance. This gives you time to evaluate different scenarios, adjust your personal financial strategy, and work through family discussions without pressure. A wealth advisor can help you understand the long-term implications of various options while there’s still flexibility to adjust course.
Obermeyer Wealth News | Winter 2025 Marketpoint: Broadening Markets, Changing Policies 2025 As we close the books on 2024, we reflect on a year marked by remarkable market resilience, technological…
For the second year in a row, Obermeyer Wood has earned a place on CNBC’s esteemed Financial Advisor 100 ranking, coming in as the 23rd-ranked independent advisory firm in the…
Explore wealth management solutions with our approachable yet experienced team. Whether you’re looking to learn more about our investment philosophy or curious about our fees, let’s connect!