Advisor Solutions

A business partner you can trust.

We’re here with the answers and advice you need to reach greater success.

Find out how our Advisors can simplify the challenges of managing your business.

We understand that managing a business is demanding. You must wear multiple hats, balance tasks, clients, employees and switch gears at a moment’s notice. There’s never a shortage of things to do.

Your CertusWealth Advisor can help make it easier.

Our experts are available to help you navigate any and every financial challenge from running the day-to-day business to planning for the future.

We offer a comprehensive array of solutions for businesses including:

Investment Management

With all the demands you face in a given day, there may not be time to research and develop a sound investment strategy.

Let our Advisors put our experience and expertise work toward building a well-balanced portfolio that is customized to fit your goals.

Retirement Plan Design

Retirement plans are a critical component of your employee compensation package to attract and retain the best candidates.

Don’t settle for an off-the-shelf solution when our experts are here to help you develop a plan that is tailored for your company.

Employee Benefits Plan

The right benefits program is one that protects both your employees and your company.

Let us help you develop a comprehensive plan that serves everyone’s best interests.

Succession Planning

Does your company have several family members or even multiple generations of family working in the business?

Our Planning Specialists will guide you through the unique challenges of transitioning control and questions you’ll face as you look ahead to retirement.

Exit Strategies

Your business represents a large portion of your total net worth, so it’s important to be sure that your financial goals will be protected when you sell or gift your company.

While exit plans can be complicated, our network of specialists will guide you step by step through the process to reach the best solution for your business.


Find out how our Advisors can simplify the challenges of managing your business.