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Asset Management for Businesses

Part of running a successful business is understanding the financial choices available to business owners. Whether one is a small business or a multi-national corporation, at Hansom Wealth Management, we apply our experience, resources, and tools to find and provide asset management strategies that can help your business grow and succeed.

We provide this by accessing the institutional research and using state of the art technology, we design customized asset management strategies* which emphasize the following:

  • Corporate Reserve and Cash Management strategies;
  • Qualified Retirement Plans (i.e. 401k's - both Traditional and Roth, SEP IRAs and SIMPLE IRAs).
  • Deferred Compensation; and,
  • Executive Bonus.

* No strategy assures success or protects against loss.

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