Services

Build Wealth Without the Stress.

Real financial planning for business owners, no matter the size of your portfolio. One flat fee, one partnership, your whole financial life.

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01 — Where You Are

Things are going well. So why are you still figuring it out alone?

The business is doing well, but it's not turning into personal wealth

Your personal accounts don't reflect how hard you're working.

You're carrying every financial decision alone

No sounding board, just constant pressure and the fear of missing something.

You know there's a next level, but no clear plan to get there

You could be doing more, in the business and personally, but you don't have anyone in your corner helping you figure out what comes next.

You don't have to. This is exactly what we built our firm for.

02 — The Blueprint & The Build

First we draw up your Blueprint. Then we build it with you.

Most owners piece their financial life together across a CPA, an advisor, an attorney, and a spreadsheet, and nobody sees the whole picture. We start somewhere different: with what you're actually building toward. Your values, your goals, and your whole financial life, business and personal, laid out in one living plan we call your Blueprint. Then we build it with you, week by week, action item by action item.

The Blueprint: where you're going

Values & goals first: what matters most to you and your family, written down before any strategy, so there's a standard to hold every decision against
The Foundation Review: the business and your personal finances mapped together, the review nobody else does
One living plan: company and household in a single plan, kept current as your life changes
Owner pay & tax strategy: salary, distributions, and set-asides decided with your CPA ahead of time, not discovered in April
Cash flow, protection & legacy: reserves and a job for every dollar of profit, with insurance, estate basics, and family goals inside the same plan

The Build: how we get there together

Action item by action item: your Blueprint becomes a working list we move through together, so nothing important sits stalled
Weekly reserved time: up to an hour every week held just for you to collaborate, brainstorm, and decide
Quarterly Strategy Reviews: look back, look forward, business and personal in one conversation, with the numbers that run your business in front of you
Investment management: your accounts professionally managed, with ongoing rebalancing and tax-loss harvesting
Your whole team, coordinated: we quarterback your CPA, attorney, and insurance, and roll up our sleeves in the business with you, from the financials to how it runs day to day

And underneath all of it: a partner who knows your whole picture and shows up every week, not just at tax time. Someone you can call before every big decision, so you never have to carry one alone.

Building the business was the hard part. The life you want for the people you love shouldn't be something you figure out alone.

03 — Add-ons

Custom support as your business grows

The system covers what every owner needs. As your business grows more complex, add exactly the support that fits, never a bigger package, never services you won't use.

Core Add-ons

Bookkeeping

Clean, current books so every decision starts from numbers you can trust.

Accounts Payable and Receivable

Money in and money out, handled without you chasing invoices.

Payroll Processing

Your team paid accurately and on time, every time.

Premium Add-ons

Business Succession and Exit Strategy

A clear path for what comes after, on your timeline and your terms.

Buy/Sell Agreements

Protect the business and every owner in it before you need to.

Business Structure

The right entity and setup for how your business actually runs.

Estate Planning Coordination

Your business and personal legacy, working from the same plan.

Employee Financial Coaching

Bring real financial guidance to the people who build your business.

Add-on services are priced separately and customized to meet the complexity of your business needs.

04 — One Transparent Flat Fee

$1,000

Starting at $1,000/month, set by the complexity of your business, never by the size of your portfolio. Never deducted from your investment accounts. No commissions, no product sales, no asset minimum.

And the partnership only continues if it's earning its place:

No long-term contract: cancel anytime with 30 days' notice, and any unearned fees are refunded
Fee-only fiduciary: we are paid by you, and only by you
A deliberately small client roster, so every client gets real attention

“Your CPA sees the business. Your advisor sees the portfolio. Nobody sees the whole picture. That is the gap we built this firm to close.”

Build Wealth Partners

Our point of view

We work with a deliberately small number of owner households so we can go deep: on the business, the personal finances, and everything in between.

05 — Next Step

Your business should give you freedom. Not stress.

If you're a profitable owner who has been told to come back when the portfolio is bigger, you're exactly who we built this for. Let's talk about where you are and where you want to go.

Not ready for a call? Take the 2-minute owner quiz to see where you stand, or start with our free guide, The Owner's Money Map.

Build Wealth Partners, LLC is a registered investment adviser in the State of Arizona. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Nothing on this website should be construed as a solicitation to buy or sell any security, or as personalized investment, tax, or legal advice. Please consult your own advisors regarding your specific situation.