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Rowland Carmichael: Scottsdale Wealth Managers

 
 

   

Closely Held Companies

 

Wealth Management Strategies for Major Arizona Companies and Employers

Arizona business owners, key executives and HR professionals look to us for solid wealth management and investment strategies, with the dual goals of increasing their personal retirement wealth, and enhancing employee loyalty and business value through retirement planning and executive benefits.

Business clients of Rowland Carmichael benefit from:

  • diversification of personal investments outside of their business ownership

  • a solid understanding of fiduciary risk in sponsoring a retirement plan

  • financial advice without hidden fees

  • fee transparency in the management of their 401(k) or other retirement plans

  • ERISA fee analysis, fiduciary audit and analysis, benchmarking studies

  • a rich variety of options in life insurance, health insurance, deferred compensation, funding buy-sell agreements, SIMPLE and SEP IRAs, and other executive retirement plans