Business Owners

You've put everything into building your business. We help you make sure it works just as hard for you, your family, and your legacy.

From structuring your business the right way to planning a transition that protects what you've built, our advisors bring deep expertise to every stage of your journey as a business owner. We work closely with you on:

  • Business structures : ensuring your entity is set up to minimize taxes and protect your assets
  • Succession & legacy planning : whether you're passing the business to your children or planning an exit, we help you do it on your terms
  • Shareholder & buy/sell agreements : protecting your interests and those of your partners
  • Tax planning : keeping more of what you've earned at every stage

Get in touch with a Rialto advisor today to learn how you and your family can get the most out of the business you’ve built.

Rialto Wealth Management is a fee-only, fiduciary, advisory firm based in Syracuse, NY. From financial planning to investment management, we help families across New York and beyond. We can be reached by phone at (315) 992-9129 or via email through our website's secure and confidential contact page.