Transition your business. Plan for life.

Private Wealth Management

Your Business. Your Life. Your Legacy.

Powered by the global resources of UBS, Certus Financial Group helps middle market business owners align their business interests with their personal, family, and financial goals. Whether you are contemplating retirement, seeking growth through mergers, or planning the next phase of your entrepreneurial journey, our dedicated team is here to help navigate the complexities of ownership transition.

At Certus Financial Group, our clients are busy, successful professionals who depend on us to anticipate their needs and help manage their financial world so they can attend to life’s other important priorities. We bring a mix of exit planning insight, disciplined financial planning and institutional investment management experience to each relationship. Collectively, we have spent decades advising our clients in both private and public markets so there is very little we have not seen.

We understand the importance of coordinating with your other professional advisors to deliver one integrated approach. With the personalized touch of a boutique family office and the resources of a global wealth management leader, we aim to be the trusted source for advice and solutions across every stage of life.

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One relationship. All of Private Wealth Management.

Who we work with

With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.
Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.

Preparing your business

Though many business owners have an idea about what their future may hold, few have developed a plan. The earlier you start to plan your transition strategy, the better the outcome will be, even if it is many years in the future.

We can provide you with a plan of action for how best to sell it, helping you think through important questions such as:

What are your desired financial objectives?
Is there a strong management structure and succession plan?
Do you have a realistic picture of the net after-tax sale proceeds to help determine the most advantageous way to structure the sale for tax purposes?
Are there activities you and your team can accomplish in the near term to maximize the value of your business before sale?
Do you have a good understanding of how your company is currently valued within your industry?
Do you have a comprehensive risk management assessment for the business?
If it’s a family business, have you come to an understanding with the next generation on roles and responsibilities?

Advice for business owners

Your corporate retirement plan

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.