Entrepreneurs & Business Owners
“Opportunity favors the bold – this is a lesson that I learned early on, and have used to guide the Virgin story. If somebody offers you an amazing opportunity but you are not sure how to do it, say yes – then learn how to do it later!”Richard Branson
Looking for an encompassing solution for your business financials?
The Auro Wealth Management Team proposes something different – with our team’s strong background in credit analysis and business banking, we offer answers that make sense, not just for your money now, but for your business in the long term.
We’re not interested in signing you up and ticking you off. Our mission is to form lasting relationships, and partner with you on your journey to realizing your true financial potential.
We dare to imagine all of the possibilities, and working with you, capture a vivid vision of your ideal financial posture. We then map out pathways to help you get there, and are ready to support you throughout your adventures.
Here are some of the ways we can be a resource for you:
- Financial planning for business owners
- Financial statement analysis
- Exit strategy planning for business owners
- M&A consulting
- ESOP planning
- Family and succession planning
- Cyber security asset protection
Individuals & Families
“Family is not an important thing. It's everything.”Michael J. Fox
“The family is one of nature's masterpieces.”George Santayana
At Auro Wealth Management, we know there’s much more to you than your income bracket. So we’re ready to listen. We want to learn about you, who and what you care about, your passions, and your responsibilities. We want to partner with you, to help you clarify your financial goals, then plan, invest and manage your portfolio to help you achieve them.
What we enjoy most is knowing we’ve empowered our clients towards reaching their financial goals. Whether you’re in the prime of your career or ready to retire, we can be a resource for you.
Utilizing the extensive resources of Raymond James, and equipped with the latest dedicated technologies, we’re ready to make you our priority. We’ll work to help you develop a comprehensive plan for your goals, and ensure you’re always on track.
We help with:
- Asset Allocation
- Portfolio Management
- Retirement Planning
Building wealth is one thing, but managing it effectively, especially for the long-term, is a whole other! Raymond James offers a wide range of services in this arena, and Auro Wealth Management advisors will guide you through all of your options to help identify what works for your lifestyle and needs. Plus, with regularly scheduled reviews, meetings and calls, together with educational seminars and client appreciation events, we’ll stay with you through every step of the process.
We help with:
- Wealth Enhancement
- Cash Flow Management
- Tax Mitigation
- Wealth Transfer
- Tax-Efficient Asset Distribution
- Trust Formation and Management
- Estate Planning
- Wealth Preservation
- Insurance and Insurance Products
- Long-Term Care Planning
- Identity Theft Protection
- Charitable Giving
- Private Family Foundations
- Charitable Remainder/Lead Trusts
- Gift Annuities
- Pooled Income Funds
- Donor-Advised Funds
The Auro Opinion
With the economy so unpredictable, seeking financial guidance is truly vital, especially for high-net-worth investors. But don’t get locked into a route just because… If you’re not 100% satisfied with your current financial plan, do something about it.
The Auro Wealth Management team offers a complimentary, no-strings-attached consultation service. We’re happy to help you better understand your situation, and assess whether or not we can develop a strategy to better serve your needs and lifestyle goals. Simply come in, and we’ll give you the Auro Opinion. Together we may discover that your current plan is actually your best path after all. But you just might be surprised by the possibility of many more alternatives.