PRB Wealth Management’s Corporate Advisory Division is here to service most of your corporate financial needs.
A strong corporate financial plan is instrumental to setting the foundation for future success. We want you to have the financial confidence regarding your business so you can move forward without distractions
PRB Wealth Management has designed its corporate financial advisory division to help bring business owners that financial confidence. We have a strong expertise in setting up customizable corporate retirement plans for your company so executives and owners can begin saving for retirement. We utilize insurance and risk management solutions to protect the business and its top employees. Finally, we provide business planning services to help with unique financial issues, financial planning, and preparing your company for a sale or a succession plan.
401K/403B/Roth 401KDefined Benefit PlansCash Balance PlansDefined Contribution Plans
Buy/Sell & Key Man InsuranceGroup Life InsuranceGroup Disability InsuranceP+C Insurance
Group Health InsuranceProfessional Employer Organization
Corporate Financial Issues
Exit StrategySuccession PlanningCFO Services
*Through the help of our strategic partners