Where Money Makers Meet Proactive Money Managers
Built for entrepreneurs and executives who value strategic thinking, delegation, and proactive wealth management beyond portfolio performance.
A Deliberate Focus on High Net Work Clients
Not everyone is a fit for 1776 Wealth. High “net work” is not a typo. We work with entrepreneurs and executives who are building or have built significant wealth and understand that managing it requires the same level of expertise they bring to their own ventures.
Growing Entrepreneurs
Building Your Business
As your wealth grows, so does its complexity. You need a partner who understands entrepreneurial wealth challenges and can anticipate opportunities before you have time to consider them.
We Help Navigate:
• Concentrated wealth in your business
• Limited liquidity for diversification
• Tax optimization during growth phases
• Planning for eventual sale scenarios
Harvesting Entrepreneurs
Managing Your Success
After achieving a major liquidity event, or just reaping the rewards of your efforts, you need sophisticated strategies for tax optimization, investing, multi-generational planning, and legacy structuring.
We Help Navigate:
• Advanced tax strategies post-exit
• Ensuring you enjoy what you built
• Multi-generational wealth planning
• Philanthropic structuring
• Family governance and education
Executives
Maximizing Complex Compensation
When you’re key to the business, comp gets aligned with value creation. We know you’re busy, we also know incentive structures, benefits and what you need done to protect you and your family and maximize your wealth.
We Help Navigate:
• Executive compensation optimization
• Equity and stock option strategies
• Tax planning coordination
• Your Investments
Work With Wealth Managers Who Understand Wealth Creation
Managing significant wealth requires more than investment advice. You need a partner who anticipates challenges and provides solutions before problems arise.
Let’s set up a complimentary consultation to discuss your unique situation and financial goals.
