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Strategic Wealth Planning
for Business Owners
It’s Why You Work that Matters
Your business is what you do, but the people who count on you — your community at work and your family at home — are why you do it. With so much at stake and with so many variables in play, leave the complications of managing your wealth to our expert team. It’s one less thing on your desk, and one more way to help you focus on what matters — namely, why you work.
Services for Business Owners
Asset Management
Choose your financial path with confidence
We’ll review a wide array of financial products, investment options, account types and more, then we’ll create a plan to fit your specific situation and goals.
Business Succession Planning
Prepare for the future of what you’ve built
Should you transfer ownership to family or employees or an outside party? How does this fit into estate planning? We can help you answer these questions and many more.
Charitable Giving
See your best intentions all the way through
Our expert team understands the tax issues, fund and annuity options, trust types and other variables in giving — all of which should be considered.
Estate Planning & Trusts
Take care of those you love for generations to come
Our team can help with the complex issues of wealth distribution and protection, ensuring your assets continue to make an impact and serve the people and groups you care about most.
Integrated Wealth Management
Transform your dream into an achievable plan
Whether you’re looking to build a dream home, help launch a business, protect yourself in retirement or build a legacy for generations, we can help with a custom-tailored plan.
Longevity Planning
Live a long and happy life — well-planned
As we live longer lives, we need better plans. Our expert team can help you design a retirement and longevity plan to cover your physical and financial well-being.
Retirement Planning
Enjoy the fruits of your labor to the fullest
However you picture your retirement, we can help to ensure it comes with minimal tax burden, minimal financial concerns — and minimal impact to your quality of life
In Wealth and in Life, a Strong Plan Will Take You Further.
Your Access
Stay in touch with your advisors and stay up to date on your financial picture with a number of convenient communications options.
Your Tools
- “Anytime” account access via our website and mobile APP
- Account aggregation for a quick and easy snapshot of your financial landscape
- Goal planning and monitoring with our sophisticated software
- Secure communication via encrypted email
- Secure document storage in our online Document Vault
Our Process
Every Successful Project Needs a Blueprint
For owners looking to protect and optimize what they’ve built, the Sytsma Wealth Blueprint is a personalized and straightforward path to optimized wealth management.
Explore
You are unique. We understand the nuances that matter for your business, investments and family.
Plan
We design custom Wealth Plans that lead you to a confident future.
Optimize
Your plan is continuously refined to ensure that your changing needs are being met.